| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Moises Valladares Insigneo Advisory Services LLC | 2,210 | $311,963.91 | $350,693.85 | $38,729.94 | 12.41% |
John Canning Mi LLCreek Capital Advisors LLC | 38,749 | $4.39M | $6.19M | $1.8M | 41.08% |
David Stevens Stevens Capital Partners | 21,918 | $2.76M | $3.53M | $768,020.64 | 27.79% |
Dana Anspach Sensible Money LLC | 2,537 | $288,912.66 | $407,302.66 | $118,390 | 40.98% |
Scott Highmark Mosaic Family Wealth Partners LLC | 1,408 | $198,991.54 | $223,893.12 | $24,901.58 | 12.51% |
Jarrod Musick Destiny Capital Corp./ Co. | 4,301 | $607,566.87 | $688,590.1 | $81,023.23 | 13.34% |
| FFL Financial Freedom LLC Financial Freedom LLC | 1,190 | $129,563.05 | $191,304.4 | $61,741.35 | 47.65% |
Richard W. Lowrie Park Edge Advisors LLC | 2,600 | $280,982 | $419,068 | $138,086 | 49.14% |
Ryan J. Warner C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors | 3,604 | $638,452.82 | $573,090.06 | -$65,362.76 | -10.24% |
| CAD Chelsea A. Delgado Main Street Group Ltd. | 34 | $4,957 | $5,392.57 | $435.57 | 8.79% |
Paul B. Ordonio Park Place Capital Corp. | 2,789 | $301,835.49 | $447,160.37 | $145,324.88 | 48.15% |
Sheila J. Lindsay Bensler LLC | 1,852 | $230,454.02 | $297,412.68 | $66,958.66 | 29.06% |
Jeffrey Steele Silverlake Wealth Management LLC | 1,342 | $194,224.95 | $213,693.37 | $19,468.42 | 10.02% |
Kevin Kroskey True Wealth Design LLC | 150 | $16,503.65 | $24,151.5 | $7,647.85 | 46.34% |
Christopher E. Jaccard Financial Alternatives Inc. | 8,407 | $913,275.9 | $1.35M | $433,441.43 | 47.46% |
Ryan P. Ruggaard Ruggaard & Associates LLC | 8,212 | $902,827.28 | $1.33M | $425,176.3 | 47.09% |
| PIL PFG Investments LLC PFG Investments LLC | 1,535 | $222,167.21 | $246,352.15 | $24,184.94 | 10.89% |
| JC Jared Calvert Buck Wealth Strategies LLC | 580 | $103,616 | $92,887.41 | -$10,728.59 | -10.35% |
Jacqueline Washburn Vawter Financial Ltd. | 1,824 | $258,123.68 | $294,740.16 | $36,616.48 | 14.19% |
Jacob Going Alpine Bank Wealth Management | 1,250 | $223,250 | $199,043.75 | -$24,206.25 | -10.84% |