| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Adam Laibson Mainsail Financial Group LLC | 7,210 | $250,980 | $245,644.7 | -$5,335.3 | -2.13% |
Sheryl Stephens Stephens Consulting LLC | 391 | $7,906.38 | $13,321.37 | $5,414.99 | 68.49% |
| CSL Crescent Sterling Ltd. Crescent Sterling Ltd. | 9,511 | $331,082 | $324,039.77 | -$7,042.23 | -2.13% |
Timothy J. Videnka Forza Wealth Management LLC | 9,768 | $214,964.38 | $332,795.76 | $117,831.38 | 54.81% |
Kevin Gray Lodestar Private Asset Management LLC | 36,827 | $913,054.1 | $1.25M | $341,641.79 | 37.42% |
Colleen Wysong Koesten, Hirschmann & Crabtree Inc. | 58,638 | $1.63M | $2M | $369,296.66 | 22.68% |
Jonathan Seed Seed Wealth Management Inc. | 44,930 | $988,774.51 | $1.53M | $541,990.59 | 54.81% |
Ashley Goggins Hidden Cove Wealth Management LLC | 32,377 | $844,222.74 | $1.1M | $258,861.65 | 30.66% |
Andy Peters Goldstein Advisors LLC | 17,788 | $405,958.1 | $606,037.16 | $200,079.06 | 49.29% |
| AAL Avraham A. Levitan Glass Jacobson Investment Advisors LLC | 189 | $5,502 | $6,439.23 | $937.23 | 17.03% |
John Canning Mi LLCreek Capital Advisors LLC | 104,054 | $2.88M | $3.55M | $665,939.14 | 23.13% |
| TAL TFB Advisors LLC TFB Advisors LLC | 5,799 | $201,863 | $197,571.93 | -$4,291.07 | -2.13% |
Scott Highmark Mosaic Family Wealth Partners LLC | 6,554 | $228,131 | $223,294.78 | -$4,836.22 | -2.12% |
Kyle Moore Quarry Hill Advisors LLC | 12,120 | $272,102.18 | $412,928.4 | $140,826.22 | 51.75% |
Daniel McGlinn Grey Fox Wealth Advisors LLC | 172,268 | $4.13M | $5.87M | $1.74M | 42.05% |
Andrew T. Gardener Tanglewood Legacy Advisors LLC | 13,953 | $305,012.58 | $486,401.58 | $181,389 | 59.47% |
Robert Hackenberg Northeast Financial Group Inc. | 549,657 | $15.54M | $18.73M | $3.19M | 20.51% |
| CAD Chelsea A. Delgado Main Street Group Ltd. | 362 | $11,038.46 | $12,333.34 | $1,294.88 | 11.73% |
Paul B. Ordonio Park Place Capital Corp. | 282 | $6,590.34 | $9,974.34 | $3,384 | 51.35% |
Sheila J. Lindsay Bensler LLC | 9,806 | $233,526.11 | $334,090.42 | $100,564.31 | 43.06% |