| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| TAL TFB Advisors LLC TFB Advisors LLC | 1,978 | $305,737.03 | $341,442.36 | $35,705.33 | 11.68% |
Scott Highmark Mosaic Family Wealth Partners LLC | 11,404 | $1.93M | $1.97M | $37,456.29 | 1.94% |
Steven Trigili Garden State Investment Advisory Services LLC | 2,965 | $416,860.39 | $511,818.3 | $94,957.91 | 22.78% |
Daniel McGlinn Grey Fox Wealth Advisors LLC | 1,144 | $211,400 | $197,477.28 | -$13,922.72 | -6.59% |
Jeffrey Rosenthal Viawealth LLC | 4,482 | $513,711.49 | $792,686.52 | $278,975.03 | 54.31% |
| FFL Financial Freedom LLC Financial Freedom LLC | 1,563 | $176,685.88 | $278,417.19 | $101,731.31 | 57.58% |
Andrew T. Gardener Tanglewood Legacy Advisors LLC | 295 | $32,432 | $50,922.9 | $18,490.9 | 57.01% |
Jason R. Parker Parker Financial LLC | 2,186 | $249,288.21 | $384,757.86 | $135,469.65 | 54.34% |
David Smith Linden Thomas Advisory Services LLC | 17,411 | $2.52M | $3.01M | $484,433.63 | 19.22% |
Ira Ravitz Beverly Hills Private Wealth LLC | 4,667 | $570,729.73 | $805,617.54 | $234,887.81 | 41.16% |
| DFG Delta Financial Group Inc. Delta Financial Group Inc. | 4,079 | $626,614.33 | $704,116.98 | $77,502.65 | 12.37% |
Ryan J. Warner C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors | 3,399 | $532,269.92 | $586,735.38 | $54,465.46 | 10.23% |
Philip Rc Dudley Dudley Capital Management LLC | 8,718 | $959,803.49 | $1.5M | $545,097.67 | 56.79% |
Paul B. Ordonio Park Place Capital Corp. | 7,701 | $1.23M | $1.37M | $137,506.33 | 11.2% |
| SM Sarah Moore BOS Asset Management LLC | 1,414 | $155,578.77 | $244,084.68 | $88,505.91 | 56.89% |
Roland Vetter West Tower Group LLC | 2,000 | $368,080 | $345,240 | -$22,840 | -6.21% |
David D. Jones Applied Finance Capital Management LLC | 7,583 | $1.25M | $1.31M | $55,953.29 | 4.47% |
| SJC Samuel J. Conte II Massachusetts Wealth Management | 4,173 | $700,281.08 | $744,755.31 | $44,474.23 | 6.35% |
Jeffrey Steele Silverlake Wealth Management LLC | 2,466 | $433,966.48 | $425,680.92 | -$8,285.56 | -1.91% |
Kevin Kroskey True Wealth Design LLC | 602 | $106,604.86 | $107,396.8 | $791.94 | 0.74% |