| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| FCP Fidelis Capital Partners LLC Fidelis Capital Partners LLC | 4,524 | $392,100.37 | $488,727.72 | $96,627.35 | 24.64% |
Ashley Goggins Hidden Cove Wealth Management LLC | 2,240 | $203,795 | $246,344 | $42,549 | 20.88% |
Jeffrey Hanson Breakwater Capital Group | 9,725 | $763,310.48 | $1.05M | $291,657.52 | 38.21% |
| AAL Avraham A. Levitan Glass Jacobson Investment Advisors LLC | 21,285 | $1.5M | $2.3M | $798,524.61 | 53.07% |
Jesse Ellington Dover Advisors LLC | 3,188 | $280,212.57 | $348,830.96 | $68,618.39 | 24.49% |
David Bach River Street Advisors LLC | 7,124 | $645,121.72 | $779,579.32 | $134,457.6 | 20.84% |
Moises Valladares Insigneo Advisory Services LLC | 6,037 | $584,864.37 | $651,331.93 | $66,467.56 | 11.36% |
John Canning Mi LLCreek Capital Advisors LLC | 77,366 | $5.48M | $8.41M | $2.93M | 53.4% |
David Stevens Stevens Capital Partners | 4,021 | $397,451.08 | $439,977.82 | $42,526.74 | 10.7% |
Scott Highmark Mosaic Family Wealth Partners LLC | 5,108 | $351,026 | $553,247.48 | $202,221.48 | 57.61% |
Jarrod Musick Destiny Capital Corp./ Co. | 6,391 | $611,680.26 | $696,874.64 | $85,194.38 | 13.93% |
| KLM Kate L. Miller STAR Financial Bank | 1,926 | $226,305 | $211,494.06 | -$14,810.94 | -6.54% |
Andrew Lewis Genesis Private Wealth LLC | 15,632 | $1.51M | $1.71M | $193,758.8 | 12.79% |
Richard W. Lowrie Park Edge Advisors LLC | 1,781 | $209,268 | $194,974.97 | -$14,293.03 | -6.83% |
Ryan J. Warner C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors | 7,730 | $824,468.89 | $838,550.4 | $14,081.51 | 1.71% |
| CAD Chelsea A. Delgado Main Street Group Ltd. | 850 | $85,527 | $91,681 | $6,154 | 7.2% |
Paul B. Ordonio Park Place Capital Corp. | 4,662 | $318,414.6 | $509,160.33 | $190,745.73 | 59.9% |
Sheila J. Lindsay Bensler LLC | 3,504 | $268,195.36 | $381,865.92 | $113,670.56 | 42.38% |
Jill Batley Gateway Wealth Partners LLC | 2,214 | $222,798.63 | $238,890.6 | $16,091.97 | 7.22% |
Hannah Rae Leone Foundation Wealth Management LLC | 24,932 | $1.89M | $2.72M | $826,665.72 | 43.77% |