| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| TAL TFB Advisors LLC TFB Advisors LLC | 6,590 | $659,393.71 | $1.17M | $507,431.69 | 76.95% |
Brendan G. Moody Watershed Private Wealth LLC | 13,130 | $525,939.23 | $2.34M | $1.81M | 344.55% |
Ashley Buboltz Moran Wealth Management LLC | 16,266 | $1.94M | $2.78M | $835,933.25 | 42.98% |
Steven Trigili Garden State Investment Advisory Services LLC | 1,662 | $191,711.57 | $291,273.81 | $99,562.24 | 51.93% |
Jeffrey Rosenthal Viawealth LLC | 6,282 | $372,224.81 | $1.12M | $744,526.33 | 200.02% |
Andrew Lewis Genesis Private Wealth LLC | 1,862 | $289,943.71 | $329,741.58 | $39,797.87 | 13.73% |
Andrew T. Gardener Tanglewood Legacy Advisors LLC | 80 | $9,490 | $14,035.2 | $4,545.2 | 47.89% |
| CWM Compass Wealth Management LLC Compass Wealth Management LLC | 18,982 | $2.17M | $3.37M | $1.21M | 55.69% |
Ira Ravitz Beverly Hills Private Wealth LLC | 4,663 | $184,698.64 | $813,926.65 | $629,228.01 | 340.68% |
| DFG Delta Financial Group Inc. Delta Financial Group Inc. | 2,275 | $182,533.26 | $400,354.5 | $217,821.24 | 119.33% |
Ryan J. Warner C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors | 4,489 | $457,776.51 | $780,075.97 | $322,299.46 | 70.41% |
| CAD Chelsea A. Delgado Main Street Group Ltd. | 950 | $112,245 | $159,372 | $47,127 | 41.99% |
Paul B. Ordonio Park Place Capital Corp. | 2,054 | $219,102.35 | $357,950.58 | $138,848.23 | 63.37% |
Kevin Kroskey True Wealth Design LLC | 81 | $11,207.06 | $14,429.34 | $3,222.28 | 28.75% |
| RT Ruth Thortvedt Cravens & Co. Advisors LLC | 3,437 | $246,312.44 | $592,951.24 | $346,638.8 | 140.73% |
Beth Zilka Baron Wealth Management LLC | 1,925 | $298,009.48 | $336,162.75 | $38,153.27 | 12.8% |
Lison Couture iA Global Asset Management Inc. | 142,281 | $19.39M | $24.37M | $4.98M | 25.69% |
| PIL PFG Investments LLC PFG Investments LLC | 7,629 | $647,453.33 | $1.35M | $697,768.24 | 107.77% |
| JC Jared Calvert Buck Wealth Strategies LLC | 3,702 | $497,571.25 | $647,868.51 | $150,297.26 | 30.21% |
Andy Warning Resolute Wealth Strategies LLC | 33,005 | $1.83M | $5.87M | $4.04M | 221.43% |