| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| NH Nathaniel Holden Core Wealth Partners LLC | 5,074 | $861,493.09 | $1.13M | $273,306.96 | 31.72% |
Dana Anspach Sensible Money LLC | 951 | $267,521 | $212,691.14 | -$54,829.86 | -20.5% |
Scott Highmark Mosaic Family Wealth Partners LLC | 8,452 | $2.22M | $1.99M | -$233,820.06 | -10.53% |
Scott Paschal Financial Partners Group LLC | 4,511 | $777,412.63 | $1.01M | $231,472.47 | 29.77% |
| KLM Kate L. Miller STAR Financial Bank | 975 | $263,189.34 | $231,221.24 | -$31,968.1 | -12.15% |
Ashley Buboltz Moran Wealth Management LLC | 18,634 | $3.72M | $4.38M | $659,982.84 | 17.73% |
Steven Trigili Garden State Investment Advisory Services LLC | 3,231 | $893,401.12 | $763,517.61 | -$129,883.51 | -14.54% |
| FFL Financial Freedom LLC Financial Freedom LLC | 881 | $127,204.01 | $205,043.94 | $77,839.93 | 61.19% |
Andrew T. Gardener Tanglewood Legacy Advisors LLC | 1,002 | $156,082.46 | $236,782.62 | $80,700.16 | 51.7% |
| CWM Compass Wealth Management LLC Compass Wealth Management LLC | 835 | $234,811 | $197,318.85 | -$37,492.15 | -15.97% |
Richard W. Lowrie Park Edge Advisors LLC | 2,409 | $696,015.75 | $538,772.83 | -$157,242.92 | -22.59% |
David Smith Linden Thomas Advisory Services LLC | 9,212 | $2.13M | $2.06M | -$69,225.59 | -3.25% |
Ira Ravitz Beverly Hills Private Wealth LLC | 1,982 | $265,211.42 | $470,031.28 | $204,819.86 | 77.23% |
| DFG Delta Financial Group Inc. Delta Financial Group Inc. | 7,702 | $1.69M | $1.72M | $29,421.56 | 1.74% |
Ryan J. Warner C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors | 9,491 | $2.13M | $2.12M | -$3,606.67 | -0.17% |
Philip Rc Dudley Dudley Capital Management LLC | 12,206 | $2.15M | $2.73M | $576,247.35 | 26.76% |
Vickie Chrisman LMG Wealth Partners LLC | 3,464 | $524,214.4 | $817,434.72 | $293,220.32 | 55.94% |
| CAD Chelsea A. Delgado Main Street Group Ltd. | 3,876 | $869,738.84 | $866,867.36 | -$2,871.48 | -0.33% |
Paul B. Ordonio Park Place Capital Corp. | 651 | $156,137.43 | $152,542.33 | -$3,595.1 | -2.3% |
| SM Sarah Moore BOS Asset Management LLC | 1,945 | $277,845.43 | $434,999.23 | $157,153.8 | 56.56% |