| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Samuel Miller Kraft, Davis & Associates LLC | 5,137 | $397,724.16 | $519,145.21 | $121,421.05 | 30.53% |
| DW Darren Woolson Asset Allocation Strategies LLC | 7,208 | $644,517.78 | $750,929.44 | $106,411.66 | 16.51% |
Timothy Gerlach Novem Group | 6,449 | $596,855.2 | $651,735.93 | $54,880.73 | 9.19% |
Amanda Hawley Atria Wealth Solutions Inc. | 2,766 | $205,911.26 | $279,531.95 | $73,620.69 | 35.75% |
| TL Tradewinds LLC Tradewinds LLC | 5,772 | $558,729.6 | $579,912.84 | $21,183.24 | 3.79% |
Mariana Coli Dunhill Financial LLC | 217 | $17,062 | $21,801.99 | $4,739.99 | 27.78% |
Loni Adams Daymark Wealth Partners LLC | 15,377 | $1.42M | $1.54M | $120,001.41 | 8.42% |
Joyce A. Kruzan Kaydan Wealth Management Inc. | 86,611 | $6.38M | $8.7M | $2.32M | 36.45% |
| KLM Kate L. Miller STAR Financial Bank | 6,279 | $460,975.68 | $630,851.13 | $169,875.45 | 36.85% |
Ryan J. Warner C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors | 2,207 | $213,642 | $221,737.29 | $8,095.29 | 3.79% |
| CAD Chelsea A. Delgado Main Street Group Ltd. | 360 | $33,246 | $36,169.2 | $2,923.2 | 8.79% |
Jill Batley Gateway Wealth Partners LLC | 69,377 | $5.66M | $6.97M | $1.31M | 23.08% |
Vincent Incerto LaSalle St. Investment Advisors LLC | 16,814 | $1.29M | $1.69M | $403,346.9 | 31.37% |
| PVI Pine Valley Investments Ltd. Liability Co. Pine Valley Investments Ltd. Liability Co. | 2,440 | $210,291.9 | $245,244.4 | $34,952.5 | 16.62% |
Able Financial Group LLC ABLE Financial Group, LLC | 3,186 | $214,022.79 | $321,977.15 | $107,954.36 | 50.44% |
Courtney Holt Compound Planning, Inc. | 2,812 | $221,762.9 | $284,180.71 | $62,417.81 | 28.15% |
Rajiv Shah KINGSWOOD WEALTH ADVISORS, LLC | 4,782 | $441,618.15 | $483,268.91 | $41,650.76 | 9.43% |
Annmarie Young KPP Advisory Services LLC | 4,186 | $319,708 | $423,037.15 | $103,329.15 | 32.32% |
Christopher C. Powers Farther Finance Advisors, LLC | 1,250 | $115,099.98 | $126,325 | $11,225.02 | 9.75% |
Envestnet Portfolio Solutions Inc. Envestnet Portfolio Solutions, Inc. | 7,220 | $536,815.9 | $729,653.19 | $192,837.29 | 35.92% |