| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| CCW Cassaday & Co. Wealth Management LLC Cassaday & Co. Wealth Management LLC | 26 | $3,437 | $3,863.86 | $426.86 | 12.42% |
Andy Peters Goldstein Advisors LLC | 2,020 | $233,308.28 | $300,192.2 | $66,883.92 | 28.67% |
Bepin Serraj Richard W. Paul & Associates LLC | 4,643 | $568,239.9 | $689,996.23 | $121,756.33 | 21.43% |
Jeffrey Hanson Breakwater Capital Group | 1,609 | $217,971 | $239,113.49 | $21,142.49 | 9.7% |
| AAL Avraham A. Levitan Glass Jacobson Investment Advisors LLC | 2,800 | $315,538.85 | $416,108 | $100,569.15 | 31.87% |
Jesse Ellington Dover Advisors LLC | 6,149 | $679,443.25 | $913,802.89 | $234,359.64 | 34.49% |
Darren Tapley New England Capital Financial Advisors LLC | 660 | $74,644.21 | $98,082.6 | $23,438.39 | 31.4% |
| TJS Thomas J. Suttner McGlone Suttner Wealth Management Inc. | 6,966 | $841,286.98 | $1.04M | $198,806.48 | 23.63% |
David Bach River Street Advisors LLC | 12,996 | $1.51M | $1.94M | $430,046.95 | 28.47% |
| MV Moises Valladares Insigneo Advisory Services LLC | 5,673 | $646,983.21 | $847,035.63 | $200,052.42 | 30.92% |
| MR Michael Radoff LGT Financial Advisors LLC | 1,076 | $122,010.12 | $160,657.56 | $38,647.44 | 31.68% |
Ashley Buboltz Moran Wealth Management LLC | 24,792 | $3.24M | $3.7M | $460,177.02 | 14.2% |
| LK Lenny Kisin Applied Capital LLC/FL | 3,810 | $433,323.06 | $542,886.9 | $109,563.84 | 25.28% |
| SL Sarah Ludden Clifford Group LLC | 3,875 | $460,558.15 | $578,576.25 | $118,018.1 | 25.63% |
Andrew Lewis Genesis Private Wealth LLC | 4,131 | $471,079.25 | $612,214.2 | $141,134.95 | 29.96% |
| IR Ira Ravitz Beverly Hills Private Wealth LLC | 11,260 | $1.38M | $1.68M | $301,583.83 | 21.91% |
| PBO Paul B. Ordonio Park Place Capital Corp. | 4,636 | $556,968.52 | $690,879.9 | $133,911.38 | 24.04% |
Kevin Kroskey True Wealth Design LLC | 178 | $21,970.96 | $25,528.76 | $3,557.8 | 16.19% |
Jill Batley Gateway Wealth Partners LLC | 7,730 | $1.02M | $1.15M | $130,262.25 | 12.75% |
| GT Gregory Turcotte Alpha Financial Partners LLC | 1,705 | $196,751.75 | $254,087.62 | $57,335.87 | 29.14% |