| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Brendan G. Moody Watershed Private Wealth LLC | 1,175 | $400,699 | $389,900.24 | -$10,798.76 | -2.69% |
Ashley Buboltz Moran Wealth Management LLC | 66,727 | $13.3M | $24.56M | $11.26M | 84.64% |
Steven Trigili Garden State Investment Advisory Services LLC | 3,240 | $514,694.81 | $1.25M | $732,834.79 | 142.38% |
Kun Gao Sherbrooke Park Advisers LLC | 1,108 | $225,610.9 | $367,667.63 | $142,056.73 | 62.97% |
Jeffrey Rosenthal Viawealth LLC | 6,547 | $1.09M | $2.52M | $1.43M | 131.74% |
David Smith Linden Thomas Advisory Services LLC | 38,340 | $4.89M | $12.72M | $7.83M | 160.29% |
| DFG Delta Financial Group Inc. Delta Financial Group Inc. | 4,326 | $787,158.96 | $1.44M | $648,337.58 | 82.36% |
Rick Mordesovich Sonoma Private Wealth LLC | 3,160 | $508,057.16 | $1.21M | $706,236.01 | 139.01% |
Philip Rc Dudley Dudley Capital Management LLC | 1,330 | $225,441.65 | $441,333.89 | $215,892.24 | 95.76% |
Paul B. Ordonio Park Place Capital Corp. | 1,963 | $388,235.04 | $754,321.99 | $366,086.95 | 94.3% |
Sheila J. Lindsay Bensler LLC | 832 | $283,729 | $276,082.55 | -$7,646.45 | -2.69% |
Jeffrey Steele Silverlake Wealth Management LLC | 791 | $269,747 | $284,356.59 | $14,609.59 | 5.42% |
Kevin Kroskey True Wealth Design LLC | 311 | $57,851.18 | $103,199.13 | $45,347.95 | 78.39% |
Jill Batley Gateway Wealth Partners LLC | 4,819 | $849,331.4 | $1.6M | $749,757.32 | 88.28% |
Vincent Incerto LaSalle St. Investment Advisors LLC | 2,053 | $386,656.58 | $790,487.12 | $403,830.54 | 104.44% |
Todd A. Sixt Strait & Sound Wealth Management LLC | 3,199 | $425,209.41 | $1.2M | $776,846.83 | 182.7% |
| SJJ Scott John Jaffray GuoLine Advisory Pte Ltd. | 135,200 | $17.94M | $44.86M | $26.93M | 150.12% |
David Greenleigh LUTS & GREENLEIGH GROUP Inc. | 1,318 | $224,318.31 | $479,462.04 | $255,143.73 | 113.74% |
| VIM Vinva Investment Management Ltd. Vinva Investment Management Ltd. | 8,358 | $2.85M | $3.21M | $361,483.51 | 12.68% |
| WPA Wealth Preservation Advisors LLC Wealth Preservation Advisors LLC | 600 | $103,740.16 | $230,561.99 | $126,821.83 | 122.25% |