| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Scott Highmark Mosaic Family Wealth Partners LLC | 13,019 | $2.25M | $2.66M | $407,431.42 | 18.08% |
Steven Trigili Garden State Investment Advisory Services LLC | 1,778 | $224,932.13 | $362,276.39 | $137,344.26 | 61.06% |
Daniel McGlinn Grey Fox Wealth Advisors LLC | 1,568 | $286,006 | $320,577.6 | $34,571.6 | 12.09% |
| LK Lenny Kisin Applied Capital LLC/FL | 18,204 | $1.95M | $3.65M | $1.7M | 86.89% |
Jeffrey Rosenthal Viawealth LLC | 4,561 | $468,419.39 | $932,177.18 | $463,757.79 | 99% |
Andrew Lewis Genesis Private Wealth LLC | 3,237 | $422,390.03 | $662,403.49 | $240,013.46 | 56.82% |
Kevin King LEGACY FINANCIAL GROUP Inc. | 2,358 | $254,994.27 | $471,175.56 | $216,181.29 | 84.78% |
Andrew T. Gardener Tanglewood Legacy Advisors LLC | 462 | $46,758.76 | $94,310.37 | $47,551.61 | 101.7% |
Richard W. Lowrie Park Edge Advisors LLC | 8,122 | $1.43M | $1.66M | $224,900.14 | 15.7% |
David Smith Linden Thomas Advisory Services LLC | 2,151 | $367,323.36 | $438,825.51 | $71,502.15 | 19.47% |
Ira Ravitz Beverly Hills Private Wealth LLC | 29,510 | $2.96M | $6.04M | $3.08M | 104.27% |
| DFG Delta Financial Group Inc. Delta Financial Group Inc. | 4,672 | $562,774.14 | $952,433.92 | $389,659.78 | 69.24% |
Ryan J. Warner C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors | 8,631 | $1.38M | $1.76M | $388,376.75 | 28.24% |
Philip Rc Dudley Dudley Capital Management LLC | 13,374 | $1.35M | $2.73M | $1.38M | 101.76% |
Vickie Chrisman LMG Wealth Partners LLC | 1,306 | $209,482.4 | $266,959.46 | $57,477.06 | 27.44% |
| CAD Chelsea A. Delgado Main Street Group Ltd. | 6,832 | $991,910.85 | $1.4M | $409,844.75 | 41.32% |
Paul B. Ordonio Park Place Capital Corp. | 7,590 | $957,054.16 | $1.52M | $558,782.69 | 58.39% |
Sheila J. Lindsay Bensler LLC | 1,599 | $289,771.52 | $328,058.83 | $38,287.31 | 13.21% |
David D. Jones Applied Finance Capital Management LLC | 40,140 | $7.26M | $8.21M | $952,522.6 | 13.12% |
Jeffrey Steele Silverlake Wealth Management LLC | 3,864 | $384,964.66 | $788,816.28 | $403,851.62 | 104.91% |