| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Brendan G. Moody Watershed Private Wealth LLC | 5,309 | $2.35M | $4.1M | $1.74M | 74.06% |
Robert B. LaRue Owen LaRue LLC | 315 | $215,049.48 | $242,994.15 | $27,944.67 | 12.99% |
Kyle Moore Quarry Hill Advisors LLC | 936 | $357,954.65 | $720,050.76 | $362,096.11 | 101.16% |
Steven Trigili Garden State Investment Advisory Services LLC | 9,408 | $4.14M | $7.21M | $3.07M | 74.2% |
Daniel McGlinn Grey Fox Wealth Advisors LLC | 1,705 | $939,399.46 | $1.32M | $375,632.94 | 39.99% |
Jeffrey Rosenthal Viawealth LLC | 550 | $236,173.27 | $424,525.75 | $188,352.48 | 79.75% |
| BBW Beacon Bridge Wealth Partners LLC Beacon Bridge Wealth Partners LLC | 40,596 | $21.08M | $31.34M | $10.27M | 48.73% |
| CJ Carl Jurgens Walker Financial Services Inc. | 561 | $277,587.59 | $432,216.84 | $154,629.25 | 55.7% |
| FFL Financial Freedom LLC Financial Freedom LLC | 307 | $120,971.18 | $237,034.7 | $116,063.52 | 95.94% |
| SL Sarah Ludden Clifford Group LLC | 333 | $186,029 | $256,260.15 | $70,231.15 | 37.75% |
Andrew Lewis Genesis Private Wealth LLC | 877 | $654,917 | $676,123.15 | $21,206.15 | 3.24% |
Kevin King LEGACY FINANCIAL GROUP Inc. | 1,466 | $735,757.68 | $1.13M | $396,412.13 | 53.88% |
Andrew T. Gardener Tanglewood Legacy Advisors LLC | 6,719 | $2.79M | $5.16M | $2.37M | 84.75% |
Syed Rizvi AlphaQ Advisors LLC | 4,664 | $2M | $3.56M | $1.56M | 77.9% |
| CWM Compass Wealth Management LLC Compass Wealth Management LLC | 4,754 | $3.55M | $3.67M | $119,301.21 | 3.36% |
Richard W. Lowrie Park Edge Advisors LLC | 2,666 | $1.66M | $2.06M | $391,715.28 | 23.54% |
Lee McGowan Monument Group Wealth Advisors LLC | 1,048 | $588,000.09 | $799,975.08 | $211,974.99 | 36.05% |
Jason R. Parker Parker Financial LLC | 721 | $342,698.33 | $549,849.02 | $207,150.69 | 60.45% |
Ira Ravitz Beverly Hills Private Wealth LLC | 803 | $444,123.09 | $616,053.57 | $171,930.48 | 38.71% |
| DFG Delta Financial Group Inc. Delta Financial Group Inc. | 3,164 | $1.4M | $2.43M | $1.03M | 73.37% |