| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| DFG Delta Financial Group Inc. Delta Financial Group Inc. | 21,003 | $2.41M | $2.87M | $459,821.43 | 19.1% |
Ryan J. Warner C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors | 4,983 | $619,431.69 | $677,787.66 | $58,355.97 | 9.42% |
Philip Rc Dudley Dudley Capital Management LLC | 2,064 | $222,133.35 | $283,923.84 | $61,790.49 | 27.82% |
Vickie Chrisman LMG Wealth Partners LLC | 4,751 | $567,773.71 | $653,785.11 | $86,011.4 | 15.15% |
| CAD Chelsea A. Delgado Main Street Group Ltd. | 4,854 | $537,805.33 | $658,056.78 | $120,251.45 | 22.36% |
Paul B. Ordonio Park Place Capital Corp. | 26,088 | $2.82M | $3.57M | $740,820.92 | 26.23% |
| SM Sarah Moore BOS Asset Management LLC | 2,315 | $275,110 | $318,243.05 | $43,133.05 | 15.68% |
Andrew Hass RF&L Wealth Management LLC | 7,240 | $748,543.12 | $987,572.2 | $239,029.08 | 31.93% |
David Gutierrez Gutierrez Wealth Advisory LLC | 1,714 | $215,185.22 | $234,082.01 | $18,896.79 | 8.78% |
Sheila J. Lindsay Bensler LLC | 3,404 | $344,854.49 | $467,369.2 | $122,514.71 | 35.53% |
Jeffrey Steele Silverlake Wealth Management LLC | 40,827 | $4.84M | $5.56M | $720,478.63 | 14.89% |
Kevin Kroskey True Wealth Design LLC | 244 | $30,331.83 | $33,474.36 | $3,142.53 | 10.36% |
Jill Batley Gateway Wealth Partners LLC | 47,766 | $5.94M | $6.48M | $539,707.35 | 9.09% |
David Kronour Kapstone Financial Advisors LLC | 1,815 | $193,249.79 | $249,471.75 | $56,221.96 | 29.09% |
Vincent Incerto LaSalle St. Investment Advisors LLC | 33,440 | $3.53M | $4.55M | $1.01M | 28.66% |
Gregory Turcotte Alpha Financial Partners LLC | 27,540 | $3.17M | $3.78M | $603,490.18 | 19.01% |
Benjamin Cannon Tillman Hartley LLC | 1,478 | $219,202 | $202,072.16 | -$17,129.84 | -7.81% |
Brett Carleton Heritage Wealth Management Inc./Texas | 17,114 | $1.68M | $2.33M | $645,662.25 | 38.43% |
Jennifer Henry Continuum Wealth Advisors LLC | 10,882 | $1.25M | $1.49M | $232,874.88 | 18.57% |
| DK Daniel Kauper Milestone Investment Advisors LLC | 10,148 | $961,332.47 | $1.4M | $438,482.65 | 45.61% |