| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| LV Leah Vaden Redwood Financial Network Corp. | 4,087 | $309,671.99 | $326,939.56 | $17,267.57 | 5.58% |
Matthew Heller Willner & Heller LLC | 22,289 | $1.09M | $1.78M | $685,927.42 | 62.74% |
Leonid Berline ARMSTRONG ADVISORY GROUP Inc. | 478 | $39,344.18 | $37,778.73 | -$1,565.45 | -3.98% |
Drew Phillips Fortitude Family Office LLC | 235 | $15,632.02 | $18,546.2 | $2,914.18 | 18.64% |
Jade Franke Retirement Investment Advisors Inc. | 10,368 | $475,183.09 | $819,331.2 | $344,148.11 | 72.42% |
Cornell P. Abod Beacon Investment Advisors LLC | 4,095 | $243,696.7 | $327,088.12 | $83,391.42 | 34.22% |
Andy Peters Goldstein Advisors LLC | 4,039 | $190,507.8 | $317,667.35 | $127,159.55 | 66.75% |
John Canning Mi LLCreek Capital Advisors LLC | 69,013 | $3.38M | $5.5M | $2.11M | 62.42% |
Steven Trigili Garden State Investment Advisory Services LLC | 4,469 | $255,972.45 | $356,022.88 | $100,050.43 | 39.09% |
Andrew T. Gardener Tanglewood Legacy Advisors LLC | 517 | $24,330 | $41,204.9 | $16,874.9 | 69.36% |
Jason R. Parker Parker Financial LLC | 5,917 | $278,453.22 | $470,874.86 | $192,421.64 | 69.1% |
Ryan J. Warner C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors | 3,063 | $233,734 | $243,845.43 | $10,111.43 | 4.33% |
Jeffrey Steele Silverlake Wealth Management LLC | 2,722 | $206,238 | $216,739.25 | $10,501.25 | 5.09% |
Kevin Kroskey True Wealth Design LLC | 4,584 | $215,722.72 | $361,769.28 | $146,046.56 | 67.7% |
Ann Reilley Alpha Financial Advisors LLC | 3,405 | $211,584 | $268,977.97 | $57,393.97 | 27.13% |
| JMD John Michael Dodds Dodds Wealth LLC | 5,239 | $341,945.99 | $414,011.97 | $72,065.98 | 21.08% |
Megan J. Lottier Rockwood Wealth Management, LLC | 6,049 | $293,366.17 | $482,468.24 | $189,102.07 | 64.46% |
Rajiv Shah KINGSWOOD WEALTH ADVISORS, LLC | 3,367 | $234,684.47 | $266,127.68 | $31,443.21 | 13.4% |
Christopher C. Powers Farther Finance Advisors, LLC | 44,658 | $2.99M | $3.51M | $521,936.39 | 17.45% |
RICHARD I. ZIVI, JR NBZ Investment Advisors LLC | 335 | $19,053 | $26,488.45 | $7,435.45 | 39.03% |