| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Kyle Moore Quarry Hill Advisors LLC | 1,160 | $207,868.75 | $316,645.2 | $108,776.45 | 52.33% |
Steven Trigili Garden State Investment Advisory Services LLC | 10,819 | $2.25M | $2.94M | $692,408.03 | 30.84% |
Jeffrey Rosenthal Viawealth LLC | 1,041 | $219,471.22 | $285,608.76 | $66,137.54 | 30.13% |
Andrew Lewis Genesis Private Wealth LLC | 1,552 | $382,040.34 | $425,449.76 | $43,409.42 | 11.36% |
Andrew T. Gardener Tanglewood Legacy Advisors LLC | 1,036 | $251,065.11 | $281,636.6 | $30,571.49 | 12.18% |
Richard W. Lowrie Park Edge Advisors LLC | 10,422 | $3.13M | $2.86M | -$268,991.92 | -8.59% |
Jason R. Parker Parker Financial LLC | 4,379 | $763,522.31 | $1.2M | $437,068.12 | 57.24% |
| DFG Delta Financial Group Inc. Delta Financial Group Inc. | 10,918 | $2.41M | $2.97M | $562,640.03 | 23.38% |
Ryan J. Warner C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors | 2,651 | $668,090.4 | $718,447.51 | $50,357.11 | 7.54% |
Robert Hackenberg Northeast Financial Group Inc. | 17,048 | $4.13M | $4.67M | $542,167.88 | 13.14% |
| CAD Chelsea A. Delgado Main Street Group Ltd. | 1,248 | $267,660.55 | $341,983.2 | $74,322.65 | 27.77% |
| SM Sarah Moore BOS Asset Management LLC | 1,574 | $292,667.86 | $431,480.62 | $138,812.76 | 47.43% |
Andrew Hass RF&L Wealth Management LLC | 3,901 | $681,765 | $1.07M | $383,871.17 | 56.31% |
David Gutierrez Gutierrez Wealth Advisory LLC | 1,598 | $352,998.2 | $437,005.06 | $84,006.86 | 23.8% |
Sheila J. Lindsay Bensler LLC | 7,477 | $1.6M | $2.05M | $446,151.07 | 27.89% |
Jill Batley Gateway Wealth Partners LLC | 3,470 | $860,573.88 | $946,720.1 | $86,146.22 | 10.01% |
Vincent Incerto LaSalle St. Investment Advisors LLC | 7,134 | $1.5M | $1.93M | $430,194.51 | 28.62% |
Jennifer Henry Continuum Wealth Advisors LLC | 876 | $175,821.65 | $239,682.36 | $63,860.71 | 36.32% |
| DK Daniel Kauper Milestone Investment Advisors LLC | 360 | $88,618 | $98,953.2 | $10,335.2 | 11.66% |
Leigha Shepard Midwest Financial Group LLC | 1,953 | $421,930.34 | $537,231.21 | $115,300.87 | 27.33% |