| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Moises Valladares Insigneo Advisory Services LLC | 14,786 | $775,773.53 | $844,206.67 | $68,433.14 | 8.82% |
Scott Paschal Financial Partners Group LLC | 186,932 | $8.84M | $10.62M | $1.78M | 20.16% |
Ashley Buboltz Moran Wealth Management LLC | 246,492 | $13.81M | $14.02M | $214,158.31 | 1.55% |
Jeffrey Rosenthal Viawealth LLC | 118,800 | $5.56M | $6.79M | $1.23M | 22.2% |
Vickie Chrisman LMG Wealth Partners LLC | 164,891 | $7.84M | $9.46M | $1.62M | 20.6% |
| CAD Chelsea A. Delgado Main Street Group Ltd. | 100 | $5,301 | $5,700 | $399 | 7.53% |
Paul B. Ordonio Park Place Capital Corp. | 20,185 | $915,905.22 | $1.15M | $231,410.18 | 25.27% |
| SM Sarah Moore BOS Asset Management LLC | 4,758 | $218,216.13 | $272,657.19 | $54,441.06 | 24.95% |
Jeffrey Steele Silverlake Wealth Management LLC | 3,587 | $180,621.53 | $204,441.06 | $23,819.53 | 13.19% |
Kevin Kroskey True Wealth Design LLC | 800 | $35,996 | $45,488 | $9,492 | 26.37% |
Jill Batley Gateway Wealth Partners LLC | 8,013 | $424,557.93 | $455,378.79 | $30,820.86 | 7.26% |
David Kronour Kapstone Financial Advisors LLC | 5,738 | $269,118.75 | $328,213.6 | $59,094.85 | 21.96% |
Vincent Incerto LaSalle St. Investment Advisors LLC | 8,800 | $466,494.3 | $501,204 | $34,709.7 | 7.44% |
Todd A. Sixt Strait & Sound Wealth Management LLC | 6,440 | $341,352.2 | $369,398.4 | $28,046.2 | 8.22% |
Andrew Brady Brady Family Wealth LLC | 11,194 | $504,755.74 | $636,155.02 | $131,399.28 | 26.03% |
| PIL PFG Investments LLC PFG Investments LLC | 58,990 | $2.84M | $3.35M | $511,519.81 | 18.01% |
| JC Jared Calvert Buck Wealth Strategies LLC | 1,206 | $67,739 | $68,567.13 | $828.13 | 1.22% |
| PVI Pine Valley Investments Ltd. Liability Co. Pine Valley Investments Ltd. Liability Co. | 8,591 | $414,253.43 | $488,956.76 | $74,703.33 | 18.03% |
| CWL Channel Wealth LLC Channel Wealth LLC | 24,419 | $1.12M | $1.4M | $280,924.78 | 25.13% |
Scott Boyce Decker Retirement Planning Inc. | 302 | $16,960 | $17,194.37 | $234.37 | 1.38% |