| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Scott Highmark Mosaic Family Wealth Partners LLC | 1,613 | $258,595.93 | $551,307.27 | $292,711.34 | 113.19% |
Scott Paschal Financial Partners Group LLC | 62,076 | $5.28M | $22.91M | $17.63M | 333.67% |
Brendan G. Moody Watershed Private Wealth LLC | 1,175 | $400,699 | $434,973.25 | $34,274.25 | 8.55% |
Ashley Buboltz Moran Wealth Management LLC | 66,727 | $13.3M | $22.74M | $9.43M | 70.93% |
Steven Trigili Garden State Investment Advisory Services LLC | 3,240 | $514,694.81 | $1.11M | $596,560.39 | 115.91% |
Kun Gao Sherbrooke Park Advisers LLC | 1,108 | $225,610.9 | $389,672.52 | $164,061.62 | 72.72% |
Jeffrey Rosenthal Viawealth LLC | 6,547 | $1.09M | $2.33M | $1.24M | 114.18% |
David Smith Linden Thomas Advisory Services LLC | 38,340 | $4.89M | $13.05M | $8.16M | 167% |
| DFG Delta Financial Group Inc. Delta Financial Group Inc. | 4,326 | $787,158.96 | $1.49M | $698,346.18 | 88.72% |
Ryan J. Warner C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors | 970 | $385,391 | $331,536.3 | -$53,854.7 | -13.97% |
Rick Mordesovich Sonoma Private Wealth LLC | 3,160 | $508,057.16 | $1.17M | $658,046.04 | 129.52% |
Philip Rc Dudley Dudley Capital Management LLC | 1,330 | $225,441.65 | $472,921.4 | $247,479.75 | 109.78% |
Paul B. Ordonio Park Place Capital Corp. | 1,963 | $388,235.04 | $723,650.13 | $335,415.09 | 86.39% |
Sheila J. Lindsay Bensler LLC | 832 | $283,729 | $288,645.76 | $4,916.76 | 1.73% |
Jeffrey Steele Silverlake Wealth Management LLC | 791 | $269,747 | $270,870.04 | $1,123.04 | 0.42% |
Kevin Kroskey True Wealth Design LLC | 233 | $49,527.35 | $86,272.91 | $36,745.56 | 74.19% |
Jill Batley Gateway Wealth Partners LLC | 2,525 | $404,808.48 | $868,600 | $463,791.52 | 114.57% |
Vincent Incerto LaSalle St. Investment Advisors LLC | 2,053 | $386,656.58 | $701,694.87 | $315,038.29 | 81.48% |
Todd A. Sixt Strait & Sound Wealth Management LLC | 3,199 | $425,209.41 | $1.12M | $698,919.19 | 164.37% |
| SJJ Scott John Jaffray GuoLine Advisory Pte Ltd. | 135,200 | $17.94M | $46.38M | $28.45M | 158.59% |