| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Robert B. LaRue Owen LaRue LLC | 6,964 | $1.46M | $1.47M | $9,609.88 | 0.66% |
| KLM Kate L. Miller STAR Financial Bank | 1,510 | $143,388.99 | $326,567.7 | $183,178.71 | 127.75% |
Ashley Buboltz Moran Wealth Management LLC | 2,414 | $504,622 | $526,903.78 | $22,281.78 | 4.42% |
Steven Trigili Garden State Investment Advisory Services LLC | 1,899 | $396,902 | $408,911.67 | $12,009.67 | 3.03% |
Daniel McGlinn Grey Fox Wealth Advisors LLC | 4,775 | $998,226 | $1M | $6,529.5 | 0.65% |
Jeffrey Rosenthal Viawealth LLC | 2,988 | $421,699.87 | $643,406.04 | $221,706.17 | 52.57% |
| SL Sarah Ludden Clifford Group LLC | 5,257 | $478,528.33 | $1.14M | $664,133.19 | 138.79% |
Andrew Lewis Genesis Private Wealth LLC | 1,302 | $172,392.84 | $273,966.84 | $101,574 | 58.92% |
| CWM Compass Wealth Management LLC Compass Wealth Management LLC | 1,184 | $247,504 | $256,063.68 | $8,559.68 | 3.46% |
Richard W. Lowrie Park Edge Advisors LLC | 12,222 | $1.77M | $2.57M | $804,649.49 | 45.53% |
Ira Ravitz Beverly Hills Private Wealth LLC | 6,060 | $626,067.09 | $1.31M | $684,529.11 | 109.34% |
Ryan J. Warner C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors | 2,020 | $253,954.4 | $425,048.4 | $171,094 | 67.37% |
| CAD Chelsea A. Delgado Main Street Group Ltd. | 307 | $50,523 | $64,598.94 | $14,075.94 | 27.86% |
Paul B. Ordonio Park Place Capital Corp. | 2,918 | $377,822.09 | $634,256.48 | $256,434.39 | 67.87% |
| SJC Samuel J. Conte II Massachusetts Wealth Management | 2,050 | $269,825.26 | $431,361 | $161,535.74 | 59.87% |
Jeffrey Steele Silverlake Wealth Management LLC | 1,556 | $163,017.46 | $339,628.12 | $176,610.66 | 108.34% |
Kevin Kroskey True Wealth Design LLC | 361 | $49,944.45 | $75,961.62 | $26,017.17 | 52.09% |
Jill Batley Gateway Wealth Partners LLC | 10,307 | $1.7M | $2.17M | $472,679.94 | 27.87% |
David Kronour Kapstone Financial Advisors LLC | 1,091 | $228,063 | $235,950.57 | $7,887.57 | 3.46% |
Eric B. Parsons St. Louis Financial Planners Asset Management LLC | 16,065 | $3.44M | $3.38M | -$56,456.7 | -1.64% |