| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| TFG Tilson Financial Group Inc. Tilson Financial Group Inc. | 8,002 | $311,591.98 | $496,604.13 | $185,012.15 | 59.38% |
David Bach River Street Advisors LLC | 39,419 | $1.71M | $2.45M | $734,908.9 | 42.94% |
Moises Valladares Insigneo Advisory Services LLC | 15,278 | $891,408.7 | $974,430.84 | $83,022.14 | 9.31% |
David Stevens Stevens Capital Partners | 262,126 | $13.58M | $16.55M | $2.97M | 21.86% |
Scott Highmark Mosaic Family Wealth Partners LLC | 38,475 | $2.28M | $2.39M | $105,845.3 | 4.64% |
Jarrod Musick Destiny Capital Corp./ Co. | 371,790 | $15.96M | $23.47M | $7.52M | 47.12% |
Steven Trigili Garden State Investment Advisory Services LLC | 4,743 | $204,166.13 | $300,184.47 | $96,018.34 | 47.03% |
| CAD Chelsea A. Delgado Main Street Group Ltd. | 1,654 | $93,580.79 | $102,647.24 | $9,066.45 | 9.69% |
Paul B. Ordonio Park Place Capital Corp. | 597 | $30,530.58 | $38,076.66 | $7,546.08 | 24.72% |
Sheila J. Lindsay Bensler LLC | 172,288 | $9M | $10.69M | $1.69M | 18.81% |
Jeffrey Steele Silverlake Wealth Management LLC | 8,479 | $462,239.76 | $526,206.75 | $63,966.99 | 13.84% |
Kevin Kroskey True Wealth Design LLC | 7 | $397 | $434.42 | $37.42 | 9.43% |
Jill Batley Gateway Wealth Partners LLC | 366,709 | $19.56M | $22.76M | $3.2M | 16.37% |
| PIL PFG Investments LLC PFG Investments LLC | 26,408 | $1.39M | $1.64M | $247,499.65 | 17.79% |
Jacqueline Washburn Vawter Financial Ltd. | 6,354 | $351,566.76 | $394,329.25 | $42,762.49 | 12.16% |
Brett Pohl Invera Wealth Advisors, LLC | 3,458 | $210,211.82 | $214,603.48 | $4,391.66 | 2.09% |
Alexandra Stickelman Root Financial Partners, LLC | 20,169 | $1.06M | $1.25M | $196,441.56 | 18.62% |
Staci Compagno Portside Wealth Group, LLC | 255,960 | $12.83M | $15.88M | $3.06M | 23.81% |
Courtney Holt Compound Planning, Inc. | 6,500 | $343,534.11 | $403,390.01 | $59,855.9 | 17.42% |
Katherine Stoner Empower Advisory Group, LLC | 3,935 | $222,641.99 | $249,282.25 | $26,640.26 | 11.97% |