| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Helen Semus Semus Wealth Partners LLC | 1,255 | $327,384.67 | $428,042.85 | $100,658.18 | 30.75% |
Thomas J. Suttner McGlone Suttner Wealth Management Inc. | 1,286 | $270,043.26 | $438,911.79 | $168,868.53 | 62.53% |
Lydia Moore MRP Capital Investments LLC | 125 | $23,573 | $42,662.5 | $19,089.5 | 80.98% |
Neil Christ Oak Hill Wealth Advisors LLC | 2,200 | $413,089.45 | $758,714 | $345,624.55 | 83.67% |
Moises Valladares Insigneo Advisory Services LLC | 4,441 | $1.02M | $1.52M | $500,607.06 | 49.32% |
John Canning Mi LLCreek Capital Advisors LLC | 2,477 | $215,892.28 | $854,242.99 | $638,350.71 | 295.68% |
| NH Nathaniel Holden Core Wealth Partners LLC | 2,178 | $234,258.42 | $751,126.86 | $516,868.44 | 220.64% |
Todd Schanel Core Wealth Management Inc. | 755 | $226,441.82 | $264,725.65 | $38,283.83 | 16.91% |
Scott Highmark Mosaic Family Wealth Partners LLC | 1,335 | $289,541.5 | $460,401.45 | $170,859.95 | 59.01% |
Robert B. LaRue Owen LaRue LLC | 5,820 | $1.03M | $1.98M | $953,492.72 | 92.63% |
Ashley Buboltz Moran Wealth Management LLC | 1,188 | $254,211.19 | $408,909.6 | $154,698.41 | 60.85% |
Steven Trigili Garden State Investment Advisory Services LLC | 714 | $220,236.68 | $245,758.8 | $25,522.12 | 11.59% |
Kun Gao Sherbrooke Park Advisers LLC | 2,537 | $781,472 | $873,235.4 | $91,763.4 | 11.74% |
| FFL Financial Freedom LLC Financial Freedom LLC | 372 | $40,162.7 | $128,042.4 | $87,879.7 | 218.81% |
Andrew Lewis Genesis Private Wealth LLC | 1,275 | $356,595.83 | $438,855 | $82,259.17 | 23.07% |
Andrew T. Gardener Tanglewood Legacy Advisors LLC | 2,557 | $135,998.53 | $880,119.4 | $744,120.87 | 547.15% |
Richard W. Lowrie Park Edge Advisors LLC | 6,318 | $1M | $2.17M | $1.17M | 117.44% |
Ira Ravitz Beverly Hills Private Wealth LLC | 1,752 | $289,949.32 | $603,143.52 | $313,194.2 | 108.02% |
| DFG Delta Financial Group Inc. Delta Financial Group Inc. | 10,429 | $1.74M | $3.59M | $1.85M | 106.4% |
Ryan J. Warner C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors | 2,350 | $714,019.1 | $802,055 | $88,035.9 | 12.33% |