| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Paul B. Ordonio Park Place Capital Corp. | 2,616 | $116,459.07 | $139,001.16 | $22,542.09 | 19.36% |
Sheila J. Lindsay Bensler LLC | 177,837 | $7.89M | $9.51M | $1.62M | 20.55% |
Jeffrey Steele Silverlake Wealth Management LLC | 19,594 | $908,546.37 | $1.03M | $123,077.73 | 13.55% |
Jill Batley Gateway Wealth Partners LLC | 36,159 | $1.73M | $1.92M | $188,391.08 | 10.89% |
Johnathan Kasting DDFG Inc. | 89,254 | $3.88M | $4.74M | $857,117.59 | 22.09% |
Dino Efthimiou Delta Wealth Advisors LLC | 18,983 | $835,889.78 | $1.01M | $172,771.92 | 20.67% |
| SCM Sebold Capital Management Inc. Sebold Capital Management Inc. | 7,554 | $297,626.55 | $401,192.94 | $103,566.39 | 34.8% |
| JC Jared Calvert Buck Wealth Strategies LLC | 856 | $49,341 | $45,440.76 | -$3,900.24 | -7.9% |
| AW Ariel Weisbard Values Added Financial LLC | 27,153 | $1.13M | $1.43M | $294,729.7 | 25.97% |
Brian Lawrence North Ridge Wealth Advisors Inc. | 278 | $11,984.47 | $14,870.22 | $2,885.75 | 24.08% |
Jacqueline Washburn Vawter Financial Ltd. | 9,667 | $447,793.98 | $508,967.55 | $61,173.57 | 13.66% |
| PVI Pine Valley Investments Ltd. Liability Co. Pine Valley Investments Ltd. Liability Co. | 4,488 | $207,903.9 | $236,293.2 | $28,389.3 | 13.66% |
Andrew Kirchner ELEVATION WEALTH PARTNERS, LLC | 670 | $28,260.6 | $35,717.7 | $7,457.1 | 26.39% |
Gregory Bosch Strategies Wealth Advisors, LLC | 4,614 | $266,086 | $246,802.86 | -$19,283.14 | -7.25% |
Benjamin J. Jones National Wealth Management Group, LLC | 5,237 | $211,901.79 | $280,127.13 | $68,225.34 | 32.2% |
Joe-Ben O'Banion TITLEIST ASSET MANAGEMENT, LLC | 20,047 | $815,378.9 | $1.06M | $240,095.65 | 29.45% |
Staci Compagno Portside Wealth Group, LLC | 162,268 | $7.15M | $8.54M | $1.4M | 19.53% |
Courtney Holt Compound Planning, Inc. | 8,193 | $357,687.55 | $434,884.44 | $77,196.89 | 21.58% |
Shawn Scholz Impact Partnership Wealth, LLC | 326,161 | $14.99M | $17.17M | $2.18M | 14.52% |
Krista D. McBeath LANDMARK WEALTH MANAGEMENT, INC. | 106,788 | $4.85M | $5.67M | $820,244.76 | 16.9% |