| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| TAB Thomas A. Burke Syntegra Private Wealth Group LLC | 3,876 | $571,202.2 | $1.13M | $557,682.8 | 97.63% |
Jeffrey Hanson Breakwater Capital Group | 2,255 | $273,154.46 | $660,489.5 | $387,335.04 | 141.8% |
| AAL Avraham A. Levitan Glass Jacobson Investment Advisors LLC | 1,842 | $265,470.22 | $540,903.3 | $275,433.08 | 103.75% |
Darren Tapley New England Capital Financial Advisors LLC | 331 | $35,919.05 | $96,966.45 | $61,047.4 | 169.96% |
Paul L. Moffat Arista Wealth Management LLC | 1,263 | $163,417.59 | $368,404.47 | $204,986.88 | 125.44% |
Thomas J. Suttner McGlone Suttner Wealth Management Inc. | 872 | $222,626 | $253,865.36 | $31,239.36 | 14.03% |
Neil Christ Oak Hill Wealth Advisors LLC | 8,405 | $960,190.9 | $2.45M | $1.49M | 154.8% |
Moises Valladares Insigneo Advisory Services LLC | 2,280 | $385,447 | $668,655.6 | $283,208.6 | 73.48% |
John Canning Mi LLCreek Capital Advisors LLC | 1,171 | $213,333 | $341,568.99 | $128,235.99 | 60.11% |
Michael Radoff LGT Financial Advisors LLC | 112 | $13,550.79 | $32,686.64 | $19,135.85 | 141.22% |
| TAL TFB Advisors LLC TFB Advisors LLC | 1,267 | $214,186 | $369,691.59 | $155,505.59 | 72.6% |
Scott Highmark Mosaic Family Wealth Partners LLC | 2,588 | $297,706.94 | $758,154.6 | $460,447.66 | 154.66% |
Jeffrey Rosenthal Viawealth LLC | 1,795 | $215,939.52 | $523,816.92 | $307,877.4 | 142.58% |
| SL Sarah Ludden Clifford Group LLC | 3,427 | $390,855.19 | $988,518.15 | $597,662.96 | 152.91% |
Andrew T. Gardener Tanglewood Legacy Advisors LLC | 950 | $98,876.03 | $278,093.5 | $179,217.47 | 181.25% |
| CWM Compass Wealth Management LLC Compass Wealth Management LLC | 32,662 | $4.21M | $9.53M | $5.32M | 126.15% |
| DFG Delta Financial Group Inc. Delta Financial Group Inc. | 1,938 | $220,796.34 | $565,295.22 | $344,498.88 | 156.03% |
Ryan J. Warner C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors | 3,899 | $486,735.97 | $1.14M | $655,359.11 | 134.64% |
| CAD Chelsea A. Delgado Main Street Group Ltd. | 616 | $112,223 | $180,592.72 | $68,369.72 | 60.92% |
Paul B. Ordonio Park Place Capital Corp. | 722 | $100,971.1 | $209,120.09 | $108,148.99 | 107.11% |