| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Moises Valladares Insigneo Advisory Services LLC | 52,032 | $3.46M | $4.83M | $1.37M | 39.69% |
John Canning Mi LLCreek Capital Advisors LLC | 2,799 | $212,864 | $252,217.89 | $39,353.89 | 18.49% |
| NH Nathaniel Holden Core Wealth Partners LLC | 14,916 | $950,208.24 | $1.34M | $393,872.52 | 41.45% |
David Stevens Stevens Capital Partners | 24,784 | $2.01M | $2.27M | $260,549.52 | 12.94% |
| TAL TFB Advisors LLC TFB Advisors LLC | 5,099 | $319,029.31 | $459,470.89 | $140,441.58 | 44.02% |
Scott Highmark Mosaic Family Wealth Partners LLC | 26,179 | $1.94M | $2.4M | $460,292.15 | 23.7% |
Scott Paschal Financial Partners Group LLC | 7,678 | $478,385.05 | $708,257.11 | $229,872.06 | 48.05% |
Robert B. LaRue Owen LaRue LLC | 2,963 | $178,090.55 | $271,944.14 | $93,853.59 | 52.7% |
Ashley Buboltz Moran Wealth Management LLC | 54,310 | $3.76M | $4.98M | $1.22M | 32.41% |
Kun Gao Sherbrooke Park Advisers LLC | 4,030 | $275,028.93 | $363,143.3 | $88,114.37 | 32.04% |
Jeffrey Rosenthal Viawealth LLC | 7,428 | $464,358.8 | $669,337.08 | $204,978.28 | 44.14% |
| CJ Carl Jurgens Walker Financial Services Inc. | 11,396 | $748,418.99 | $1.05M | $305,255.17 | 40.79% |
Andrew T. Gardener Tanglewood Legacy Advisors LLC | 1,238 | $76,917.12 | $111,556.18 | $34,639.06 | 45.03% |
Lee McGowan Monument Group Wealth Advisors LLC | 3,098 | $218,785.15 | $287,509.89 | $68,724.74 | 31.41% |
| DFG Delta Financial Group Inc. Delta Financial Group Inc. | 11,766 | $732,551.16 | $1.06M | $327,683.1 | 44.73% |
Ryan J. Warner C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors | 6,721 | $487,913.89 | $616,853.38 | $128,939.49 | 26.43% |
Philip Rc Dudley Dudley Capital Management LLC | 39,427 | $2.51M | $3.62M | $1.11M | 44.13% |
Vickie Chrisman LMG Wealth Partners LLC | 32,131 | $2.02M | $2.9M | $870,671.3 | 43% |
Robert Hackenberg Northeast Financial Group Inc. | 3,726 | $237,102.95 | $343,779.39 | $106,676.44 | 44.99% |
| CAD Chelsea A. Delgado Main Street Group Ltd. | 1,879 | $142,926.09 | $174,455.75 | $31,529.66 | 22.06% |