| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Moises Valladares Insigneo Advisory Services LLC | 9,208 | $867,226.15 | $974,390.56 | $107,164.41 | 12.36% |
| NH Nathaniel Holden Core Wealth Partners LLC | 6,048 | $603,640.23 | $639,999.36 | $36,359.13 | 6.02% |
David Stevens Stevens Capital Partners | 3,126 | $280,396.12 | $330,793.32 | $50,397.2 | 17.97% |
Scott Highmark Mosaic Family Wealth Partners LLC | 26,645 | $2.66M | $2.83M | $171,272.44 | 6.45% |
| CWM Compass Wealth Management LLC Compass Wealth Management LLC | 86,114 | $7.33M | $9.14M | $1.8M | 24.57% |
Jason R. Parker Parker Financial LLC | 3,806 | $377,501.76 | $403,702.42 | $26,200.66 | 6.94% |
Ira Ravitz Beverly Hills Private Wealth LLC | 3,494 | $317,639.76 | $370,608.58 | $52,968.82 | 16.68% |
| DFG Delta Financial Group Inc. Delta Financial Group Inc. | 7,686 | $701,429.58 | $813,178.8 | $111,749.22 | 15.93% |
Philip Rc Dudley Dudley Capital Management LLC | 8,317 | $826,614.86 | $882,184.19 | $55,569.33 | 6.72% |
| CAD Chelsea A. Delgado Main Street Group Ltd. | 100 | $8,959.29 | $10,607 | $1,647.71 | 18.39% |
Paul B. Ordonio Park Place Capital Corp. | 2,058 | $188,379.97 | $218,446.41 | $30,066.44 | 15.96% |
Sheila J. Lindsay Bensler LLC | 7,263 | $622,358.34 | $770,386.41 | $148,028.07 | 23.79% |
Jeffrey Steele Silverlake Wealth Management LLC | 2,794 | $256,613.31 | $296,359.58 | $39,746.27 | 15.49% |
Kevin Kroskey True Wealth Design LLC | 190 | $17,470.79 | $20,167.55 | $2,696.76 | 15.44% |
Jill Batley Gateway Wealth Partners LLC | 7,340 | $657,566 | $778,553.8 | $120,987.8 | 18.4% |
| RT Ruth Thortvedt Cravens & Co. Advisors LLC | 8,772 | $801,452.88 | $930,856.57 | $129,403.69 | 16.15% |
Vincent Incerto LaSalle St. Investment Advisors LLC | 8,113 | $759,252.33 | $860,545.91 | $101,293.58 | 13.34% |
Todd A. Sixt Strait & Sound Wealth Management LLC | 8,213 | $684,171.11 | $871,152.91 | $186,981.8 | 27.33% |
| VIM Vinva Investment Management Ltd. Vinva Investment Management Ltd. | 2,519 | $262,127 | $266,510.2 | $4,383.2 | 1.67% |
Beth Zilka Baron Wealth Management LLC | 3,466 | $336,199.02 | $367,800.83 | $31,601.81 | 9.4% |