| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| AAL Avraham A. Levitan Glass Jacobson Investment Advisors LLC | 1,065 | $55,518.62 | $84,124.35 | $28,605.73 | 51.52% |
Curtis Packer B.O.S.S. Retirement Advisors LLC | 5,130 | $437,948.12 | $406,988.55 | -$30,959.57 | -7.07% |
| MV Moises Valladares Insigneo Advisory Services LLC | 8,978 | $691,324.64 | $712,269.63 | $20,944.99 | 3.03% |
| MR Michael Radoff LGT Financial Advisors LLC | 1,227 | $75,949.74 | $97,362.45 | $21,412.71 | 28.19% |
| SH Scott Highmark Mosaic Family Wealth Partners LLC | 2,970 | $195,171.52 | $235,624.95 | $40,453.43 | 20.73% |
| JM Jarrod Musick Destiny Capital Corp./ Co. | 12,464 | $602,130.41 | $988,831.44 | $386,701.03 | 64.22% |
| SL Sarah Ludden Clifford Group LLC | 3,626 | $277,787.42 | $287,668.71 | $9,881.29 | 3.56% |
Andrew Lewis Genesis Private Wealth LLC | 3,461 | $267,956.74 | $272,744.1 | $4,787.36 | 1.79% |
| RJW Ryan J. Warner C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors | 3,855 | $311,073.97 | $305,682.22 | -$5,391.75 | -1.73% |
| CAD Chelsea A. Delgado Main Street Group Ltd. | 227 | $21,041 | $17,888.73 | -$3,152.27 | -14.98% |
Jeffrey Steele Silverlake Wealth Management LLC | 5,033 | $353,307.75 | $399,091.73 | $45,783.98 | 12.96% |
Jill Batley Gateway Wealth Partners LLC | 76,278 | $7.07M | $6.05M | -$1.02M | -14.45% |
| VI Vincent Incerto LaSalle St. Investment Advisors LLC | 2,627 | $202,725.19 | $208,307.96 | $5,582.77 | 2.75% |
| GT Gregory Turcotte Alpha Financial Partners LLC | 7,591 | $515,451.69 | $601,928.34 | $86,476.65 | 16.78% |
Jennifer Henry Continuum Wealth Advisors LLC | 254,653 | $15.3M | $20.19M | $4.89M | 31.94% |
Courtney Gooding Bush Investment Group LLC | 72,210 | $4.59M | $5.73M | $1.13M | 24.7% |
Charles Mattingly Leading Edge Financial Planning LLC | 18,390 | $738,134.97 | $1.46M | $720,100.08 | 97.56% |
| JC Jared Calvert Buck Wealth Strategies LLC | 156,013 | $10.03M | $12.36M | $2.34M | 23.29% |
| MN Mark Neitzel M1 Capital Management LLC | 18,973 | $1.32M | $1.5M | $179,120.83 | 13.53% |
Brett Pohl Invera Wealth Advisors, LLC | 3,573 | $308,774.85 | $283,070.92 | -$25,703.93 | -8.32% |