| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Lydia Moore MRP Capital Investments LLC | 420 | $61,261.2 | $66,922.8 | $5,661.6 | 9.24% |
Jesse Haller Compass Financial Group Inc./SD | 3,822 | $577,704.73 | $600,283.32 | $22,578.59 | 3.91% |
Neil Christ Oak Hill Wealth Advisors LLC | 35,815 | $6.01M | $5.71M | -$298,539.11 | -4.97% |
David Bach River Street Advisors LLC | 8,279 | $1.26M | $1.32M | $56,582.5 | 4.5% |
Moises Valladares Insigneo Advisory Services LLC | 14,171 | $2.13M | $2.26M | $132,258.73 | 6.22% |
John Canning Mi LLCreek Capital Advisors LLC | 64,277 | $9.75M | $10.22M | $471,486.07 | 4.84% |
| NH Nathaniel Holden Core Wealth Partners LLC | 7,818 | $1.27M | $1.25M | -$26,499.11 | -2.08% |
Todd Schanel Core Wealth Management Inc. | 2,221 | $351,526.86 | $353,827.51 | $2,300.65 | 0.65% |
Michael Radoff LGT Financial Advisors LLC | 330 | $55,026.25 | $52,582.2 | -$2,444.05 | -4.44% |
| TAL TFB Advisors LLC TFB Advisors LLC | 5,166 | $832,820.7 | $824,157.81 | -$8,662.89 | -1.04% |
Scott Highmark Mosaic Family Wealth Partners LLC | 23,255 | $3.46M | $3.68M | $222,963.74 | 6.44% |
| KLM Kate L. Miller STAR Financial Bank | 3,580 | $541,367.29 | $562,561.2 | $21,193.91 | 3.91% |
Ashley Buboltz Moran Wealth Management LLC | 129,812 | $20.04M | $20.55M | $507,097.35 | 2.53% |
| LK Lenny Kisin Applied Capital LLC/FL | 10,924 | $1.66M | $1.72M | $60,976.22 | 3.68% |
Jeffrey Rosenthal Viawealth LLC | 6,839 | $1.04M | $1.09M | $46,625.54 | 4.48% |
| BBW Beacon Bridge Wealth Partners LLC Beacon Bridge Wealth Partners LLC | 3,593 | $543,169.78 | $564,244.72 | $21,074.94 | 3.88% |
| FFL Financial Freedom LLC Financial Freedom LLC | 37,971 | $5.72M | $5.96M | $241,316.79 | 4.22% |
| SL Sarah Ludden Clifford Group LLC | 3,995 | $607,768.87 | $628,633.22 | $20,864.35 | 3.43% |
Kevin King LEGACY FINANCIAL GROUP Inc. | 1,483 | $239,642.96 | $232,756.85 | -$6,886.11 | -2.87% |
Andrew T. Gardener Tanglewood Legacy Advisors LLC | 512 | $76,715.68 | $81,198.08 | $4,482.4 | 5.84% |