| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| TAL TFB Advisors LLC TFB Advisors LLC | 2,385 | $176,810.13 | $432,710.55 | $255,900.42 | 144.73% |
Scott Highmark Mosaic Family Wealth Partners LLC | 5,555 | $1.68M | $931,240.2 | -$744,597.8 | -44.43% |
| EFM Eley Financial Management Inc. Eley Financial Management Inc. | 14,523 | $766,685.36 | $2.45M | $1.68M | 219.68% |
Ashley Buboltz Moran Wealth Management LLC | 95,358 | $10.29M | $17.24M | $6.96M | 67.62% |
Steven Trigili Garden State Investment Advisory Services LLC | 911 | $274,913 | $164,344.4 | -$110,568.6 | -40.22% |
Daniel McGlinn Grey Fox Wealth Advisors LLC | 1,692 | $184,468.14 | $287,200.08 | $102,731.94 | 55.69% |
| SL Sarah Ludden Clifford Group LLC | 1,500 | $220,861.5 | $270,600 | $49,738.5 | 22.52% |
Andrew Lewis Genesis Private Wealth LLC | 3,420 | $442,170.02 | $573,092.82 | $130,922.8 | 29.61% |
David Smith Linden Thomas Advisory Services LLC | 40,772 | $2.94M | $6.84M | $3.9M | 132.94% |
Ira Ravitz Beverly Hills Private Wealth LLC | 2,362 | $163,191.66 | $395,965.68 | $232,774.02 | 142.64% |
| DFG Delta Financial Group Inc. Delta Financial Group Inc. | 4,030 | $253,938.36 | $675,311.13 | $421,372.77 | 165.94% |
Paul B. Ordonio Park Place Capital Corp. | 2,309 | $109,462.96 | $387,222.53 | $277,759.57 | 253.75% |
| SM Sarah Moore BOS Asset Management LLC | 9,271 | $735,638.02 | $1.67M | $936,850.38 | 127.35% |
Sheila J. Lindsay Bensler LLC | 202,567 | $10.18M | $33.96M | $23.78M | 233.48% |
David D. Jones Applied Finance Capital Management LLC | 185,356 | $14.35M | $33.48M | $19.13M | 133.26% |
Kevin Kroskey True Wealth Design LLC | 370 | $30,489.44 | $62,021.25 | $31,531.81 | 103.42% |
Jill Batley Gateway Wealth Partners LLC | 10,980 | $1.62M | $1.84M | $224,270.89 | 13.87% |
Gregory Turcotte Alpha Financial Partners LLC | 916 | $276,282 | $155,481.84 | -$120,800.16 | -43.72% |
| SJJ Scott John Jaffray GuoLine Advisory Pte Ltd. | 242,000 | $16.91M | $43.71M | $26.81M | 158.59% |
| VIM Vinva Investment Management Ltd. Vinva Investment Management Ltd. | 258,098 | $33.53M | $43.27M | $9.74M | 29.04% |