| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Moises Valladares Insigneo Advisory Services LLC | 4,391 | $696,165.87 | $727,281.33 | $31,115.46 | 4.47% |
John Canning Mi LLCreek Capital Advisors LLC | 52,609 | $6.12M | $8.75M | $2.63M | 42.91% |
David Stevens Stevens Capital Partners | 4,904 | $572,863.88 | $819,482.92 | $246,619.04 | 43.05% |
Scott Highmark Mosaic Family Wealth Partners LLC | 7,849 | $914,362.35 | $1.3M | $387,041.09 | 42.33% |
| KLM Kate L. Miller STAR Financial Bank | 6,180 | $668,057.11 | $1.03M | $360,851.09 | 54.02% |
Ashley Buboltz Moran Wealth Management LLC | 78,357 | $12.84M | $12.97M | $126,888.47 | 0.99% |
| DFG Delta Financial Group Inc. Delta Financial Group Inc. | 2,039 | $263,710.78 | $338,963.36 | $75,252.58 | 28.54% |
Ryan J. Warner C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors | 1,696 | $220,767.99 | $281,205.28 | $60,437.29 | 27.38% |
Vickie Chrisman LMG Wealth Partners LLC | 17,142 | $2.39M | $2.86M | $469,776.86 | 19.62% |
| CAD Chelsea A. Delgado Main Street Group Ltd. | 5 | $729 | $827.95 | $98.95 | 13.57% |
Sheila J. Lindsay Bensler LLC | 4,323 | $516,731.88 | $721,335.78 | $204,603.9 | 39.6% |
Jill Batley Gateway Wealth Partners LLC | 3,354 | $488,812.58 | $554,516.82 | $65,704.24 | 13.44% |
Hannah Rae Leone Foundation Wealth Management LLC | 1,443 | $180,868.44 | $239,076.24 | $58,207.8 | 32.18% |
Christopher E. Jaccard Financial Alternatives Inc. | 3,662 | $385,754.95 | $608,422.99 | $222,668.04 | 57.72% |
Nicholas Brown Granite Harbor Advisors Inc. | 2,571 | $359,091.7 | $430,912.45 | $71,820.75 | 20% |
John Carey JP Wealth Management Inc. | 5,868 | $758,967.12 | $970,860.6 | $211,893.48 | 27.92% |
David Greenleigh LUTS & GREENLEIGH GROUP Inc. | 9,307 | $1.02M | $1.55M | $527,267.7 | 51.6% |
Ryan P. Ruggaard Ruggaard & Associates LLC | 1,894 | $201,142.8 | $317,510.16 | $116,367.36 | 57.85% |
Matthew T. Miler MilWealth Group LLC | 88 | $6,718.8 | $14,618.56 | $7,899.76 | 117.58% |
| PIL PFG Investments LLC PFG Investments LLC | 3,405 | $386,879.09 | $566,438.77 | $179,559.68 | 46.41% |