| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
David Bach River Street Advisors LLC | 13,873 | $1.35M | $1.46M | $108,826.97 | 8.03% |
| MV Moises Valladares Insigneo Advisory Services LLC | 10,145 | $952,750.37 | $1.07M | $117,445.68 | 12.33% |
| NH Nathaniel Holden Core Wealth Partners LLC | 6,048 | $603,640.23 | $638,003.52 | $34,363.29 | 5.69% |
| DS David Stevens Stevens Capital Partners | 2,922 | $259,551.83 | $308,241.78 | $48,689.95 | 18.76% |
| SH Scott Highmark Mosaic Family Wealth Partners LLC | 6,801 | $629,124.73 | $717,437.49 | $88,312.76 | 14.04% |
| FFL Financial Freedom LLC Financial Freedom LLC | 313 | $28,809.23 | $33,018.37 | $4,209.14 | 14.61% |
| CWM Compass Wealth Management LLC Compass Wealth Management LLC | 86,798 | $7.4M | $9.16M | $1.76M | 23.8% |
Jason R. Parker Parker Financial LLC | 3,806 | $377,501.76 | $401,494.94 | $23,993.18 | 6.36% |
| IR Ira Ravitz Beverly Hills Private Wealth LLC | 20,158 | $1.94M | $2.13M | $181,953.17 | 9.36% |
| DFG Delta Financial Group Inc. Delta Financial Group Inc. | 7,686 | $701,429.58 | $810,796.14 | $109,366.56 | 15.59% |
| PRD Philip Rc Dudley Dudley Capital Management LLC | 8,315 | $826,410.48 | $877,149.35 | $50,738.87 | 6.14% |
| CAD Chelsea A. Delgado Main Street Group Ltd. | 100 | $8,959.29 | $10,549 | $1,589.71 | 17.74% |
| PBO Paul B. Ordonio Park Place Capital Corp. | 3,817 | $359,864.88 | $402,655.33 | $42,790.45 | 11.89% |
| SJL Sheila J. Lindsay Bensler LLC | 7,140 | $609,789.72 | $753,198.6 | $143,408.88 | 23.52% |
Jeffrey Steele Silverlake Wealth Management LLC | 2,695 | $246,497.98 | $284,295.55 | $37,797.57 | 15.33% |
Kevin Kroskey True Wealth Design LLC | 265 | $25,135.23 | $27,954.85 | $2,819.62 | 11.22% |
Jill Batley Gateway Wealth Partners LLC | 7,340 | $657,566 | $774,296.6 | $116,730.6 | 17.75% |
| RT Ruth Thortvedt Cravens & Co. Advisors LLC | 20,473 | $1.87M | $2.16M | $294,355.79 | 15.78% |
| VI Vincent Incerto LaSalle St. Investment Advisors LLC | 7,983 | $745,967.63 | $842,126.67 | $96,159.04 | 12.89% |
| TAS Todd A. Sixt Strait & Sound Wealth Management LLC | 8,211 | $683,966.74 | $866,178.39 | $182,211.65 | 26.64% |