| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Andy Peters Goldstein Advisors LLC | 9,149 | $700,375.15 | $1M | $302,080.78 | 43.13% |
Jeffrey Hanson Breakwater Capital Group | 9,950 | $818,586.9 | $1.08M | $262,679.6 | 32.09% |
| AAL Avraham A. Levitan Glass Jacobson Investment Advisors LLC | 669 | $62,469.59 | $72,492.84 | $10,023.25 | 16.05% |
Jesse Ellington Dover Advisors LLC | 26,847 | $2.26M | $2.94M | $674,303.75 | 29.77% |
Lydia Moore MRP Capital Investments LLC | 2,646 | $253,394.81 | $288,877.05 | $35,482.24 | 14% |
Moises Valladares Insigneo Advisory Services LLC | 8,504 | $701,478.24 | $920,813.12 | $219,334.88 | 31.27% |
David Stevens Stevens Capital Partners | 5,363 | $377,098.53 | $587,141.24 | $210,042.71 | 55.7% |
Ashley Buboltz Moran Wealth Management LLC | 2,952 | $287,023 | $319,731.12 | $32,708.12 | 11.4% |
Jeffrey Rosenthal Viawealth LLC | 7,352 | $508,243.59 | $804,419.08 | $296,175.49 | 58.27% |
Andrew T. Gardener Tanglewood Legacy Advisors LLC | 93,523 | $6.85M | $10.18M | $3.32M | 48.52% |
Ryan J. Warner C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors | 8,558 | $756,600.12 | $929,056.48 | $172,456.36 | 22.79% |
Vickie Chrisman LMG Wealth Partners LLC | 4,371 | $482,209 | $478,537.08 | -$3,671.92 | -0.76% |
Paul B. Ordonio Park Place Capital Corp. | 131 | $12,611.37 | $14,290.79 | $1,679.42 | 13.32% |
Sheila J. Lindsay Bensler LLC | 7,787 | $616,318.77 | $850,379.33 | $234,060.56 | 37.98% |
Jill Batley Gateway Wealth Partners LLC | 6,359 | $618,312.11 | $687,821.23 | $69,509.12 | 11.24% |
Gregory Turcotte Alpha Financial Partners LLC | 5,593 | $495,604.38 | $612,713.15 | $117,108.77 | 23.63% |
| DK Daniel Kauper Milestone Investment Advisors LLC | 562 | $47,810 | $61,662.64 | $13,852.64 | 28.97% |
Leigha Shepard Midwest Financial Group LLC | 12,286 | $1.22M | $1.35M | $129,731.49 | 10.66% |
Christopher E. Jaccard Financial Alternatives Inc. | 2,707 | $182,573.4 | $295,063 | $112,489.6 | 61.61% |
Beth Zilka Baron Wealth Management LLC | 8,889 | $606,757.3 | $966,678.75 | $359,921.45 | 59.32% |