| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Scott Highmark Mosaic Family Wealth Partners LLC | 16,629 | $2.94M | $3.7M | $761,025.21 | 25.92% |
Scott Paschal Financial Partners Group LLC | 3,552 | $420,252.25 | $764,461.44 | $344,209.19 | 81.91% |
Brendan G. Moody Watershed Private Wealth LLC | 1,475 | $143,856.76 | $317,449.5 | $173,592.74 | 120.67% |
Robert B. LaRue Owen LaRue LLC | 1,095 | $207,754 | $235,665.9 | $27,911.9 | 13.44% |
| KLM Kate L. Miller STAR Financial Bank | 1,439 | $273,021 | $320,868.22 | $47,847.22 | 17.53% |
Ashley Buboltz Moran Wealth Management LLC | 1,704 | $323,300 | $378,833.28 | $55,533.28 | 17.18% |
Steven Trigili Garden State Investment Advisory Services LLC | 2,379 | $298,708.96 | $533,181.48 | $234,472.52 | 78.5% |
Kun Gao Sherbrooke Park Advisers LLC | 1,102 | $202,107 | $237,172.44 | $35,065.44 | 17.35% |
| LK Lenny Kisin Applied Capital LLC/FL | 8,495 | $841,454.01 | $1.83M | $986,839.89 | 117.28% |
| FFL Financial Freedom LLC Financial Freedom LLC | 1,498 | $156,398.77 | $333,020.38 | $176,621.61 | 112.93% |
Andrew Lewis Genesis Private Wealth LLC | 2,642 | $339,856.87 | $568,611.24 | $228,754.37 | 67.31% |
Kevin King LEGACY FINANCIAL GROUP Inc. | 1,327 | $223,942.47 | $285,596.94 | $61,654.47 | 27.53% |
Andrew T. Gardener Tanglewood Legacy Advisors LLC | 710 | $79,936.33 | $159,125.2 | $79,188.87 | 99.06% |
| CWM Compass Wealth Management LLC Compass Wealth Management LLC | 33,949 | $5.94M | $7.61M | $1.67M | 28.13% |
Richard W. Lowrie Park Edge Advisors LLC | 10,025 | $1.75M | $2.16M | $403,398.74 | 23% |
Lee McGowan Monument Group Wealth Advisors LLC | 2,738 | $423,936 | $589,272.36 | $165,336.36 | 39% |
David Smith Linden Thomas Advisory Services LLC | 1,282 | $243,234 | $275,912.04 | $32,678.04 | 13.43% |
Ira Ravitz Beverly Hills Private Wealth LLC | 3,200 | $352,211.36 | $713,536 | $361,324.64 | 102.59% |
| DFG Delta Financial Group Inc. Delta Financial Group Inc. | 2,236 | $219,236.43 | $481,231.92 | $261,995.49 | 119.5% |
Ryan J. Warner C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors | 3,772 | $511,912.25 | $811,809.84 | $299,897.59 | 58.58% |