| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| TAL TFB Advisors LLC TFB Advisors LLC | 816 | $665,460.89 | $954,605.75 | $289,144.86 | 43.45% |
Dana Anspach Sensible Money LLC | 200 | $239,886 | $229,767.99 | -$10,118.01 | -4.22% |
Scott Highmark Mosaic Family Wealth Partners LLC | 3,455 | $2.74M | $4.04M | $1.3M | 47.53% |
Brendan G. Moody Watershed Private Wealth LLC | 209 | $250,681 | $240,107.55 | -$10,573.45 | -4.22% |
Robert B. LaRue Owen LaRue LLC | 410 | $371,230.82 | $471,024.39 | $99,793.57 | 26.88% |
| KLM Kate L. Miller STAR Financial Bank | 1,063 | $859,971.48 | $1.26M | $399,768.51 | 46.49% |
Ashley Buboltz Moran Wealth Management LLC | 20,903 | $17.3M | $24.45M | $7.16M | 41.38% |
Steven Trigili Garden State Investment Advisory Services LLC | 3,646 | $2.81M | $4.49M | $1.68M | 60.03% |
Daniel McGlinn Grey Fox Wealth Advisors LLC | 1,189 | $1.13M | $1.37M | $239,883.68 | 21.3% |
Jeffrey Rosenthal Viawealth LLC | 616 | $339,831.71 | $758,874.98 | $419,043.27 | 123.31% |
| BBW Beacon Bridge Wealth Partners LLC Beacon Bridge Wealth Partners LLC | 294 | $323,066.98 | $343,938.84 | $20,871.86 | 6.46% |
| FFL Financial Freedom LLC Financial Freedom LLC | 621 | $300,237.18 | $726,483.05 | $426,245.87 | 141.97% |
| SL Sarah Ludden Clifford Group LLC | 504 | $269,734.86 | $594,800.66 | $325,065.8 | 120.51% |
Andrew Lewis Genesis Private Wealth LLC | 585 | $537,412.74 | $672,071.38 | $134,658.64 | 25.06% |
Kevin King LEGACY FINANCIAL GROUP Inc. | 265 | $284,582.9 | $304,442.59 | $19,859.69 | 6.98% |
Andrew T. Gardener Tanglewood Legacy Advisors LLC | 100 | $38,232.49 | $118,508 | $80,275.51 | 209.97% |
| CWM Compass Wealth Management LLC Compass Wealth Management LLC | 6,093 | $7.31M | $7.22M | -$87,434.83 | -1.2% |
Richard W. Lowrie Park Edge Advisors LLC | 1,061 | $858,601.36 | $1.22M | $360,317.85 | 41.97% |
Jason R. Parker Parker Financial LLC | 219 | $201,429 | $251,595.95 | $50,166.95 | 24.91% |
David Smith Linden Thomas Advisory Services LLC | 6,333 | $3.76M | $7.28M | $3.51M | 93.3% |