| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| AEI Amy Elizabeth Ipsen Ipsen Advisor Group LLC | 2,969 | $515,236.26 | $641,096.17 | $125,859.91 | 24.43% |
Moises Valladares Insigneo Advisory Services LLC | 2,558 | $417,005.6 | $551,351.32 | $134,345.72 | 32.22% |
Michael Radoff LGT Financial Advisors LLC | 40 | $6,368.75 | $8,779.2 | $2,410.45 | 37.85% |
Daniel McGlinn Grey Fox Wealth Advisors LLC | 2,665 | $554,736.48 | $584,914.2 | $30,177.72 | 5.44% |
Kun Gao Sherbrooke Park Advisers LLC | 1,512 | $315,600 | $331,853.76 | $16,253.76 | 5.15% |
Andrew Lewis Genesis Private Wealth LLC | 1,755 | $330,351.7 | $385,187.4 | $54,835.7 | 16.6% |
| CWM Compass Wealth Management LLC Compass Wealth Management LLC | 5,961 | $1.47M | $1.31M | -$159,397.72 | -10.86% |
Richard W. Lowrie Park Edge Advisors LLC | 1,747 | $269,752.98 | $377,002.6 | $107,249.62 | 39.76% |
| DFG Delta Financial Group Inc. Delta Financial Group Inc. | 1,389 | $267,868.65 | $304,857.72 | $36,989.07 | 13.81% |
Robert Hackenberg Northeast Financial Group Inc. | 1,708 | $240,152.47 | $368,654.72 | $128,502.25 | 53.51% |
Paul B. Ordonio Park Place Capital Corp. | 2,310 | $355,124.74 | $500,496.15 | $145,371.41 | 40.94% |
David D. Jones Applied Finance Capital Management LLC | 4,350 | $812,227.04 | $954,738 | $142,510.96 | 17.55% |
Kevin Kroskey True Wealth Design LLC | 1,267 | $264,428.01 | $272,328.98 | $7,900.97 | 2.99% |
Jill Batley Gateway Wealth Partners LLC | 1,673 | $372,109.28 | $360,439.48 | -$11,669.8 | -3.14% |
David Kronour Kapstone Financial Advisors LLC | 816 | $200,916 | $179,095.68 | -$21,820.32 | -10.86% |
Vincent Incerto LaSalle St. Investment Advisors LLC | 1,113 | $231,604.17 | $240,185.4 | $8,581.23 | 3.71% |
| MDR Millard David Roberts Harvest Investment Advisors LLC | 10,097 | $1.58M | $2.18M | $599,107.59 | 37.88% |
| PIA Panoramic Investment Advisors LLC Panoramic Investment Advisors LLC | 2,572 | $633,278 | $555,037.6 | -$78,240.4 | -12.35% |
David Greenleigh LUTS & GREENLEIGH GROUP Inc. | 885 | $217,905 | $191,098.05 | -$26,806.95 | -12.3% |
| VIM Vinva Investment Management Ltd. Vinva Investment Management Ltd. | 128,341 | $27.02M | $27.7M | $678,281.15 | 2.51% |