| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Neil Christ Oak Hill Wealth Advisors LLC | 10,533 | $1.34M | $2.01M | $674,636.06 | 50.52% |
Moises Valladares Insigneo Advisory Services LLC | 12,882 | $1.6M | $2.46M | $860,330.81 | 53.84% |
John Canning Mi LLCreek Capital Advisors LLC | 1,320 | $139,790.93 | $251,882.41 | $112,091.48 | 80.19% |
| NH Nathaniel Holden Core Wealth Partners LLC | 1,430 | $227,094.66 | $272,872.61 | $45,777.95 | 20.16% |
David Stevens Stevens Capital Partners | 1,311 | $237,183 | $243,846 | $6,663 | 2.81% |
Michael Radoff LGT Financial Advisors LLC | 32 | $5,828 | $6,106.24 | $278.24 | 4.77% |
| TAL TFB Advisors LLC TFB Advisors LLC | 1,436 | $152,826.04 | $270,922.94 | $118,096.9 | 77.28% |
Scott Highmark Mosaic Family Wealth Partners LLC | 13,019 | $2.25M | $2.43M | $180,249.87 | 8% |
Steven Trigili Garden State Investment Advisory Services LLC | 1,765 | $222,574.81 | $336,797.32 | $114,222.51 | 51.32% |
Daniel McGlinn Grey Fox Wealth Advisors LLC | 1,568 | $286,006 | $299,205.78 | $13,199.78 | 4.62% |
| LK Lenny Kisin Applied Capital LLC/FL | 17,965 | $1.91M | $3.43M | $1.52M | 79.73% |
Jeffrey Rosenthal Viawealth LLC | 4,561 | $468,419.39 | $870,330.07 | $401,910.68 | 85.8% |
Andrew Lewis Genesis Private Wealth LLC | 3,237 | $422,390.03 | $617,684.37 | $195,294.34 | 46.24% |
Kevin King LEGACY FINANCIAL GROUP Inc. | 2,358 | $254,994.27 | $449,953.58 | $194,959.31 | 76.46% |
Andrew T. Gardener Tanglewood Legacy Advisors LLC | 462 | $46,758.76 | $85,932 | $39,173.24 | 83.78% |
Richard W. Lowrie Park Edge Advisors LLC | 8,122 | $1.43M | $1.55M | $117,283.72 | 8.19% |
David Smith Linden Thomas Advisory Services LLC | 2,151 | $367,323.36 | $410,453.84 | $43,130.48 | 11.74% |
Ira Ravitz Beverly Hills Private Wealth LLC | 29,510 | $2.96M | $5.59M | $2.64M | 89.14% |
| DFG Delta Financial Group Inc. Delta Financial Group Inc. | 4,672 | $562,774.14 | $891,511.09 | $328,736.95 | 58.41% |
Ryan J. Warner C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors | 8,412 | $1.33M | $1.61M | $271,514.14 | 20.36% |