| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Scott Highmark Mosaic Family Wealth Partners LLC | 1,844 | $256,828.37 | $385,617.28 | $128,788.91 | 50.15% |
Ashley Buboltz Moran Wealth Management LLC | 19,356 | $4.28M | $4.04M | -$244,659.64 | -5.71% |
Daniel McGlinn Grey Fox Wealth Advisors LLC | 6,008 | $854,509.56 | $1.27M | $413,599 | 48.4% |
| DFG Delta Financial Group Inc. Delta Financial Group Inc. | 3,007 | $493,540.48 | $630,297.27 | $136,756.79 | 27.71% |
Vickie Chrisman LMG Wealth Partners LLC | 13,166 | $2.27M | $2.79M | $514,676.52 | 22.67% |
| CAD Chelsea A. Delgado Main Street Group Ltd. | 468 | $88,820 | $97,531.2 | $8,711.2 | 9.81% |
Paul B. Ordonio Park Place Capital Corp. | 55 | $7,626.85 | $11,549.72 | $3,922.87 | 51.43% |
Andrew Hass RF&L Wealth Management LLC | 4,690 | $651,225.98 | $982,320.5 | $331,094.52 | 50.84% |
Hannah Rae Leone Foundation Wealth Management LLC | 35,378 | $5.46M | $7.41M | $1.95M | 35.68% |
Benjamin Cannon Tillman Hartley LLC | 3,975 | $551,379.7 | $834,432 | $283,052.3 | 51.34% |
| DK Daniel Kauper Milestone Investment Advisors LLC | 76 | $10,497 | $16,077.04 | $5,580.04 | 53.16% |
David Greenleigh LUTS & GREENLEIGH GROUP Inc. | 8,472 | $1.21M | $1.78M | $569,877.96 | 47.02% |
Matthew T. Miler MilWealth Group LLC | 417 | $44,869 | $87,570 | $42,701 | 95.17% |
| PIL PFG Investments LLC PFG Investments LLC | 3,128 | $464,523.54 | $656,958.2 | $192,434.66 | 41.43% |
Jacqueline Washburn Vawter Financial Ltd. | 9,931 | $1.76M | $2.1M | $339,937.89 | 19.36% |
| PVI Pine Valley Investments Ltd. Liability Co. Pine Valley Investments Ltd. Liability Co. | 3,442 | $509,438.81 | $718,930.54 | $209,491.73 | 41.12% |
David Silver INSTRUMENTAL WEALTH, LLC | 30,417 | $5.58M | $6.38M | $806,292.24 | 14.45% |
Brian Glas Noble Family Wealth, LLC | 25,619 | $3.52M | $5.38M | $1.86M | 52.65% |
Andrew Kirchner ELEVATION WEALTH PARTNERS, LLC | 3,895 | $610,522.89 | $819,897.5 | $209,374.61 | 34.29% |
Gregory Bosch Strategies Wealth Advisors, LLC | 3,033 | $476,899.95 | $640,326.96 | $163,427.01 | 34.27% |