| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Jeffrey Rosenthal Viawealth LLC | 1,041 | $219,471.22 | $303,139.21 | $83,667.99 | 38.12% |
Andrew Lewis Genesis Private Wealth LLC | 1,552 | $382,040.34 | $451,942.42 | $69,902.08 | 18.3% |
Andrew T. Gardener Tanglewood Legacy Advisors LLC | 1,036 | $251,065.11 | $312,354 | $61,288.89 | 24.41% |
Richard W. Lowrie Park Edge Advisors LLC | 10,422 | $3.13M | $3.03M | -$96,403.5 | -3.08% |
Jason R. Parker Parker Financial LLC | 4,425 | $771,542.87 | $1.29M | $517,017.17 | 67.01% |
| DFG Delta Financial Group Inc. Delta Financial Group Inc. | 10,918 | $2.41M | $3.18M | $772,484.1 | 32.1% |
Ryan J. Warner C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors | 2,161 | $531,909.59 | $629,283.22 | $97,373.63 | 18.31% |
Robert Hackenberg Northeast Financial Group Inc. | 17,048 | $4.13M | $4.96M | $839,314.86 | 20.35% |
| CAD Chelsea A. Delgado Main Street Group Ltd. | 1,248 | $267,660.55 | $363,417.61 | $95,757.06 | 35.78% |
| SM Sarah Moore BOS Asset Management LLC | 1,574 | $292,667.86 | $458,348.82 | $165,680.96 | 56.61% |
Andrew Hass RF&L Wealth Management LLC | 3,901 | $681,765 | $1.14M | $454,206.24 | 66.62% |
David Gutierrez Gutierrez Wealth Advisory LLC | 1,504 | $324,752.55 | $437,964.82 | $113,212.27 | 34.86% |
Sheila J. Lindsay Bensler LLC | 7,477 | $1.6M | $2.18M | $577,447.26 | 36.09% |
Jill Batley Gateway Wealth Partners LLC | 5,000 | $1.21M | $1.46M | $250,458.31 | 20.78% |
Vincent Incerto LaSalle St. Investment Advisors LLC | 6,769 | $1.39M | $1.97M | $577,927.32 | 41.48% |
Jennifer Henry Continuum Wealth Advisors LLC | 876 | $175,821.65 | $255,091.21 | $79,269.56 | 45.09% |
| DK Daniel Kauper Milestone Investment Advisors LLC | 360 | $88,618 | $104,832 | $16,214 | 18.3% |
Leigha Shepard Midwest Financial Group LLC | 1,821 | $385,251.1 | $530,275.22 | $145,024.12 | 37.64% |
| MDR Millard David Roberts Harvest Investment Advisors LLC | 43,517 | $8.12M | $12.67M | $4.55M | 56.04% |
Nicholas Brown Granite Harbor Advisors Inc. | 731 | $219,624 | $212,867.21 | -$6,756.79 | -3.08% |