| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| TAL TFB Advisors LLC TFB Advisors LLC | 2,131 | $1.12M | $1.54M | $422,213.09 | 37.79% |
Scott Highmark Mosaic Family Wealth Partners LLC | 6,443 | $3.26M | $4.61M | $1.35M | 41.39% |
| EFM Eley Financial Management Inc. Eley Financial Management Inc. | 2,730 | $389,074.04 | $2.03M | $1.64M | 421.28% |
Brendan G. Moody Watershed Private Wealth LLC | 7,509 | $5.39M | $5.53M | $138,109.26 | 2.56% |
Jarrod Musick Destiny Capital Corp./ Co. | 386 | $217,509 | $282,860.8 | $65,351.8 | 30.05% |
| DCB David C. Bensch Evergreen Wealth Management LLC | 10,204 | $2.08M | $7.49M | $5.41M | 259.53% |
Robert B. LaRue Owen LaRue LLC | 455 | $264,817.39 | $331,376.5 | $66,559.11 | 25.13% |
| KLM Kate L. Miller STAR Financial Bank | 544 | $257,888.69 | $401,722.24 | $143,833.55 | 55.77% |
Ashley Buboltz Moran Wealth Management LLC | 39,135 | $15M | $27.82M | $12.82M | 85.5% |
Steven Trigili Garden State Investment Advisory Services LLC | 18,193 | $4.06M | $13.05M | $9M | 221.82% |
Daniel McGlinn Grey Fox Wealth Advisors LLC | 1,331 | $755,468.32 | $962,852.05 | $207,383.73 | 27.45% |
Kun Gao Sherbrooke Park Advisers LLC | 767 | $564,311.84 | $554,425.95 | -$9,885.89 | -1.75% |
| LK Lenny Kisin Applied Capital LLC/FL | 8,181 | $2.33M | $6.06M | $3.73M | 160.54% |
Jeffrey Rosenthal Viawealth LLC | 2,877 | $1.32M | $2.08M | $758,521.88 | 57.32% |
| BBW Beacon Bridge Wealth Partners LLC Beacon Bridge Wealth Partners LLC | 475 | $337,086.63 | $349,148.75 | $12,062.12 | 3.58% |
| FFL Financial Freedom LLC Financial Freedom LLC | 574 | $71,930.04 | $421,918.7 | $349,988.66 | 486.57% |
| SL Sarah Ludden Clifford Group LLC | 2,618 | $530,546.35 | $1.93M | $1.4M | 264.35% |
Andrew Lewis Genesis Private Wealth LLC | 1,575 | $919,541.93 | $1.14M | $218,364.07 | 23.75% |
Kevin King LEGACY FINANCIAL GROUP Inc. | 722 | $341,248.2 | $533,406.38 | $192,158.18 | 56.31% |
Andrew T. Gardener Tanglewood Legacy Advisors LLC | 266 | $133,224.99 | $191,275.28 | $58,050.29 | 43.57% |