| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Jeffrey Rosenthal Viawealth LLC | 7,352 | $508,243.59 | $809,087.6 | $300,844.01 | 59.19% |
| FFL Financial Freedom LLC Financial Freedom LLC | 1,540 | $104,401.58 | $169,477 | $65,075.42 | 62.33% |
Andrew T. Gardener Tanglewood Legacy Advisors LLC | 91,595 | $6.64M | $10.08M | $3.44M | 51.78% |
| RJW Ryan J. Warner C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors | 8,987 | $793,221.59 | $987,895.97 | $194,674.38 | 24.54% |
| PBO Paul B. Ordonio Park Place Capital Corp. | 131 | $12,611.37 | $14,400.17 | $1,788.8 | 14.18% |
| SJL Sheila J. Lindsay Bensler LLC | 7,496 | $584,217.25 | $823,997.8 | $239,780.55 | 41.04% |
Jill Batley Gateway Wealth Partners LLC | 8,404 | $817,156 | $923,809.7 | $106,653.7 | 13.05% |
| GT Gregory Turcotte Alpha Financial Partners LLC | 5,578 | $493,949.64 | $613,161.65 | $119,212.01 | 24.13% |
Benjamin Cannon Tillman Hartley LLC | 3,000 | $288,810 | $329,775 | $40,965 | 14.18% |
| DK Daniel Kauper Milestone Investment Advisors LLC | 562 | $47,810 | $61,777.85 | $13,967.85 | 29.22% |
Leigha Shepard Midwest Financial Group LLC | 8,765 | $832,000.77 | $963,492.62 | $131,491.85 | 15.8% |
Christopher E. Jaccard Financial Alternatives Inc. | 2,829 | $190,801.68 | $310,977.82 | $120,176.14 | 62.98% |
Beth Zilka Baron Wealth Management LLC | 8,889 | $606,757.3 | $976,767.76 | $370,010.46 | 60.98% |
| FFM Flagstone Financial Management Flagstone Financial Management | 7,823 | $588,667.71 | $859,943.27 | $271,275.56 | 46.08% |
| WRP Werba Rubin Papier Wealth Management Werba Rubin Papier Wealth Management | 5,445 | $500,985.24 | $598,323.82 | $97,338.58 | 19.43% |
Andrew Brady Brady Family Wealth LLC | 7,390 | $499,244.16 | $811,643.7 | $312,399.54 | 62.57% |
| PIL PFG Investments LLC PFG Investments LLC | 15,550 | $1.24M | $1.71M | $463,043.97 | 37.24% |
| JW Jacqueline Washburn Vawter Financial Ltd. | 2,492 | $240,603 | $273,833.42 | $33,230.42 | 13.81% |
| JG Jacob Going Alpine Bank Wealth Management | 3,285 | $289,539.94 | $360,972.22 | $71,432.28 | 24.67% |
| MN Mark Neitzel M1 Capital Management LLC | 4,828 | $426,772.14 | $530,524.78 | $103,752.64 | 24.31% |