| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| KLM Kate L. Miller STAR Financial Bank | 3,002 | $214,049.93 | $287,141.3 | $73,091.37 | 34.15% |
Jeffrey Rosenthal Viawealth LLC | 7,224 | $520,132.39 | $690,975.6 | $170,843.21 | 32.85% |
| FFL Financial Freedom LLC Financial Freedom LLC | 100 | $7,159.92 | $9,565 | $2,405.08 | 33.59% |
Andrew Lewis Genesis Private Wealth LLC | 3,217 | $265,658.27 | $307,529.11 | $41,870.84 | 15.76% |
Andrew T. Gardener Tanglewood Legacy Advisors LLC | 1,501 | $122,866.13 | $143,570.65 | $20,704.52 | 16.85% |
| DS David Smith Linden Thomas Advisory Services LLC | 26,536 | $1.95M | $2.55M | $602,434.86 | 30.94% |
| DFG Delta Financial Group Inc. Delta Financial Group Inc. | 7,553 | $621,762.96 | $723,464.1 | $101,701.14 | 16.36% |
| RJW Ryan J. Warner C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors | 2,606 | $240,062.5 | $249,615.71 | $9,553.21 | 3.98% |
| VC Vickie Chrisman LMG Wealth Partners LLC | 20,650 | $1.52M | $1.98M | $459,971.51 | 30.3% |
| CAD Chelsea A. Delgado Main Street Group Ltd. | 1,273 | $122,870 | $121,692.43 | -$1,177.57 | -0.96% |
| PBO Paul B. Ordonio Park Place Capital Corp. | 6,355 | $529,103.81 | $608,713.67 | $79,609.86 | 15.05% |
| SM Sarah Moore BOS Asset Management LLC | 5,445 | $394,522 | $520,514.77 | $125,992.77 | 31.94% |
Andrew Hass RF&L Wealth Management LLC | 4,852 | $423,058 | $464,093.8 | $41,035.8 | 9.7% |
David D. Jones Applied Finance Capital Management LLC | 19,366 | $1.74M | $1.85M | $116,022.8 | 6.68% |
Jeffrey Steele Silverlake Wealth Management LLC | 10,832 | $757,028.77 | $1.04M | $280,514.35 | 37.05% |
Kevin Kroskey True Wealth Design LLC | 91 | $8,166.14 | $8,742.37 | $576.23 | 7.06% |
Jill Batley Gateway Wealth Partners LLC | 35,564 | $3.37M | $3.41M | $31,867.46 | 0.94% |
| KM Kyle Minges Broyhill Asset Management | 6,317 | $520,015 | $604,221.05 | $84,206.05 | 16.19% |
David Kronour Kapstone Financial Advisors LLC | 5,601 | $384,318.76 | $536,491.78 | $152,173.02 | 39.6% |
| VI Vincent Incerto LaSalle St. Investment Advisors LLC | 3,929 | $361,645.7 | $376,339.26 | $14,693.56 | 4.06% |