| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Jeffrey Rosenthal Viawealth LLC | 487 | $196,843.52 | $503,806.37 | $306,962.85 | 155.94% |
| SL Sarah Ludden Clifford Group LLC | 691 | $223,950.09 | $718,239.25 | $494,289.16 | 220.71% |
Andrew Lewis Genesis Private Wealth LLC | 273 | $239,967 | $278,017.74 | $38,050.74 | 15.86% |
Andrew T. Gardener Tanglewood Legacy Advisors LLC | 420 | $144,219.28 | $436,459.77 | $292,240.49 | 202.64% |
Richard W. Lowrie Park Edge Advisors LLC | 1,782 | $1.11M | $1.81M | $707,799.4 | 63.94% |
David Smith Linden Thomas Advisory Services LLC | 590 | $356,192.67 | $600,844.2 | $244,651.53 | 68.69% |
| DFG Delta Financial Group Inc. Delta Financial Group Inc. | 1,234 | $472,346.68 | $1.26M | $784,334.24 | 166.05% |
Ryan J. Warner C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors | 233 | $235,353 | $237,282.54 | $1,929.54 | 0.82% |
Rick Mordesovich Sonoma Private Wealth LLC | 835 | $348,428.12 | $867,915.73 | $519,487.61 | 149.09% |
Philip Rc Dudley Dudley Capital Management LLC | 348 | $352,287 | $354,396.24 | $2,109.24 | 0.6% |
| CAD Chelsea A. Delgado Main Street Group Ltd. | 53 | $44,838 | $53,974.14 | $9,136.14 | 20.38% |
Paul B. Ordonio Park Place Capital Corp. | 269 | $203,004.24 | $279,603.99 | $76,599.75 | 37.73% |
| SM Sarah Moore BOS Asset Management LLC | 254 | $223,133.95 | $258,668.52 | $35,534.57 | 15.93% |
Sheila J. Lindsay Bensler LLC | 536 | $470,978.95 | $545,851.68 | $74,872.73 | 15.9% |
| SJC Samuel J. Conte II Massachusetts Wealth Management | 435 | $255,618.45 | $442,995.3 | $187,376.85 | 73.3% |
Kevin Kroskey True Wealth Design LLC | 53 | $38,559.73 | $53,974.14 | $15,414.41 | 39.98% |
Jill Batley Gateway Wealth Partners LLC | 4,402 | $3.47M | $4.48M | $1.02M | 29.37% |
David Kronour Kapstone Financial Advisors LLC | 1,532 | $1.49M | $1.59M | $97,525.86 | 6.53% |
Vincent Incerto LaSalle St. Investment Advisors LLC | 953 | $572,870.08 | $985,888.03 | $413,017.95 | 72.1% |
Todd A. Sixt Strait & Sound Wealth Management LLC | 2,207 | $1.02M | $2.32M | $1.3M | 128.12% |