| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| KLM Kate L. Miller STAR Financial Bank | 6,487 | $832,725.86 | $1.02M | $190,987.61 | 22.94% |
Steven Trigili Garden State Investment Advisory Services LLC | 2,141 | $266,447.63 | $337,250.32 | $70,802.69 | 26.57% |
| BBW Beacon Bridge Wealth Partners LLC Beacon Bridge Wealth Partners LLC | 4,207 | $505,028.18 | $661,466.61 | $156,438.43 | 30.98% |
Andrew Lewis Genesis Private Wealth LLC | 3,540 | $469,014.71 | $548,700 | $79,685.29 | 16.99% |
Andrew T. Gardener Tanglewood Legacy Advisors LLC | 741 | $93,500.31 | $116,937.21 | $23,436.9 | 25.07% |
| DFG Delta Financial Group Inc. Delta Financial Group Inc. | 1,539 | $208,811.52 | $238,545 | $29,733.48 | 14.24% |
Vickie Chrisman LMG Wealth Partners LLC | 3,018 | $459,279 | $476,149.86 | $16,870.86 | 3.67% |
| CAD Chelsea A. Delgado Main Street Group Ltd. | 632 | $92,234 | $97,960 | $5,726 | 6.21% |
Sheila J. Lindsay Bensler LLC | 1,410 | $197,496.22 | $218,550 | $21,053.78 | 10.66% |
Jill Batley Gateway Wealth Partners LLC | 3,280 | $462,272.37 | $508,400 | $46,127.63 | 9.98% |
David Kronour Kapstone Financial Advisors LLC | 3,806 | $478,086.61 | $600,624.86 | $122,538.25 | 25.63% |
Vincent Incerto LaSalle St. Investment Advisors LLC | 5,953 | $756,721.27 | $937,716.56 | $180,995.29 | 23.92% |
| LAM Lakewood Asset Management LLC Lakewood Asset Management LLC | 3,156 | $394,500 | $496,217.88 | $101,717.88 | 25.78% |
Leigha Shepard Midwest Financial Group LLC | 3,100 | $410,552.58 | $480,500 | $69,947.42 | 17.04% |
Christopher E. Jaccard Financial Alternatives Inc. | 1,549 | $210,234 | $243,998.48 | $33,764.48 | 16.06% |
| PIL PFG Investments LLC PFG Investments LLC | 27,567 | $3.69M | $4.27M | $582,524 | 15.79% |
| JC Jared Calvert Buck Wealth Strategies LLC | 4,420 | $619,020.94 | $685,100 | $66,079.06 | 10.67% |
| AW Ariel Weisbard Values Added Financial LLC | 3,252 | $429,589 | $504,060 | $74,471 | 17.34% |
Andy Warning Resolute Wealth Strategies LLC | 2,550 | $316,373.35 | $402,313.5 | $85,940.15 | 27.16% |
Jacqueline Washburn Vawter Financial Ltd. | 7,500 | $1.05M | $1.16M | $112,125 | 10.67% |