| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| KLM Kate L. Miller STAR Financial Bank | 47,909 | $5.57M | $7.14M | $1.56M | 28.09% |
Steven Trigili Garden State Investment Advisory Services LLC | 2,594 | $283,998.92 | $384,067.64 | $100,068.72 | 35.24% |
Jeffrey Rosenthal Viawealth LLC | 17,270 | $1.71M | $2.56M | $850,600.84 | 49.85% |
| FFL Financial Freedom LLC Financial Freedom LLC | 3,147 | $317,311.02 | $457,762.65 | $140,451.63 | 44.26% |
| CWM Compass Wealth Management LLC Compass Wealth Management LLC | 13,752 | $1.65M | $2.05M | $395,507.29 | 23.93% |
| DFG Delta Financial Group Inc. Delta Financial Group Inc. | 21,003 | $2.41M | $3.06M | $647,378.43 | 26.89% |
Ryan J. Warner C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors | 5,194 | $645,660.89 | $755,519.29 | $109,858.4 | 17.01% |
Philip Rc Dudley Dudley Capital Management LLC | 2,064 | $222,133.35 | $300,229.46 | $78,096.11 | 35.16% |
Vickie Chrisman LMG Wealth Partners LLC | 4,751 | $567,773.71 | $708,089.04 | $140,315.33 | 24.71% |
| CAD Chelsea A. Delgado Main Street Group Ltd. | 4,854 | $537,805.33 | $706,062.89 | $168,257.56 | 31.29% |
Paul B. Ordonio Park Place Capital Corp. | 26,088 | $2.82M | $3.92M | $1.1M | 38.94% |
| SM Sarah Moore BOS Asset Management LLC | 2,315 | $275,110 | $336,739.92 | $61,629.92 | 22.4% |
Andrew Hass RF&L Wealth Management LLC | 7,240 | $748,543.12 | $1.05M | $304,587.35 | 40.69% |
David Gutierrez Gutierrez Wealth Advisory LLC | 1,627 | $202,281 | $236,663.44 | $34,382.44 | 17% |
Sheila J. Lindsay Bensler LLC | 3,404 | $344,854.49 | $495,145.87 | $150,291.38 | 43.58% |
Jeffrey Steele Silverlake Wealth Management LLC | 40,827 | $4.84M | $5.94M | $1.1M | 22.75% |
Kevin Kroskey True Wealth Design LLC | 1,078 | $133,867.43 | $156,805.89 | $22,938.46 | 17.14% |
Jill Batley Gateway Wealth Partners LLC | 94,359 | $10.76M | $13.73M | $2.97M | 27.56% |
David Kronour Kapstone Financial Advisors LLC | 1,815 | $193,249.79 | $270,326.1 | $77,076.31 | 39.88% |
Vincent Incerto LaSalle St. Investment Advisors LLC | 33,440 | $3.53M | $4.95M | $1.42M | 40.09% |