| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Curtis Packer B.O.S.S. Retirement Advisors LLC | 4,265 | $391,568.31 | $385,769.25 | -$5,799.06 | -1.48% |
Thomas J. Suttner McGlone Suttner Wealth Management Inc. | 9,927 | $792,995.18 | $898,641.67 | $105,646.49 | 13.32% |
Lydia Moore MRP Capital Investments LLC | 1,500 | $137,925 | $136,110 | -$1,815 | -1.32% |
Neil Christ Oak Hill Wealth Advisors LLC | 4,475 | $371,958.04 | $403,376.5 | $31,418.46 | 8.45% |
| AEI Amy Elizabeth Ipsen Ipsen Advisor Group LLC | 2,816 | $201,828.01 | $251,102.72 | $49,274.71 | 24.41% |
Moises Valladares Insigneo Advisory Services LLC | 6,353 | $539,440.32 | $578,408.88 | $38,968.56 | 7.22% |
Scott Highmark Mosaic Family Wealth Partners LLC | 35,582 | $3.25M | $3.23M | -$21,748.5 | -0.67% |
Scott Paschal Financial Partners Group LLC | 3,037 | $249,834.09 | $271,538.17 | $21,704.08 | 8.69% |
| KLM Kate L. Miller STAR Financial Bank | 3,059 | $219,505.4 | $272,801.62 | $53,296.22 | 24.28% |
Jeffrey Rosenthal Viawealth LLC | 7,169 | $516,199.88 | $646,106.12 | $129,906.24 | 25.17% |
Andrew Lewis Genesis Private Wealth LLC | 3,198 | $264,094.01 | $289,003.26 | $24,909.25 | 9.43% |
Andrew T. Gardener Tanglewood Legacy Advisors LLC | 1,501 | $122,866.13 | $136,275.79 | $13,409.66 | 10.91% |
| CWM Compass Wealth Management LLC Compass Wealth Management LLC | 3,150 | $301,487 | $283,893.75 | -$17,593.25 | -5.84% |
David Smith Linden Thomas Advisory Services LLC | 27,822 | $2.07M | $2.52M | $452,241.67 | 21.85% |
| DFG Delta Financial Group Inc. Delta Financial Group Inc. | 7,553 | $621,762.96 | $684,679.45 | $62,916.49 | 10.12% |
Ryan J. Warner C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors | 2,973 | $272,641.77 | $269,814.61 | -$2,827.16 | -1.04% |
Vickie Chrisman LMG Wealth Partners LLC | 20,768 | $1.53M | $1.88M | $348,040.84 | 22.76% |
| CAD Chelsea A. Delgado Main Street Group Ltd. | 1,273 | $122,870 | $115,792.08 | -$7,077.92 | -5.76% |
Paul B. Ordonio Park Place Capital Corp. | 6,878 | $579,160.14 | $614,927.59 | $35,767.45 | 6.18% |
| SM Sarah Moore BOS Asset Management LLC | 5,450 | $394,962.09 | $492,516.5 | $97,554.41 | 24.7% |