| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Darren Tapley New England Capital Financial Advisors LLC | 11 | $5,740 | $6,317.3 | $577.3 | 10.06% |
Paul L. Moffat Arista Wealth Management LLC | 2,858 | $1.25M | $1.64M | $392,944.62 | 31.48% |
Curtis Packer B.O.S.S. Retirement Advisors LLC | 456 | $269,888.43 | $261,880.8 | -$8,007.63 | -2.97% |
David Bach River Street Advisors LLC | 529 | $284,039.94 | $303,804.69 | $19,764.75 | 6.96% |
Moises Valladares Insigneo Advisory Services LLC | 2,176 | $1.16M | $1.25M | $86,526.3 | 7.44% |
John Canning Mi LLCreek Capital Advisors LLC | 8,692 | $4.57M | $4.99M | $421,463.45 | 9.22% |
David Stevens Stevens Capital Partners | 1,445 | $709,776.16 | $858,142.15 | $148,365.99 | 20.9% |
Scott Highmark Mosaic Family Wealth Partners LLC | 845 | $423,654 | $477,213.75 | $53,559.75 | 12.64% |
Daniel McGlinn Grey Fox Wealth Advisors LLC | 501 | $251,417 | $287,724.29 | $36,307.29 | 14.44% |
Jeffrey Rosenthal Viawealth LLC | 820 | $448,111.11 | $470,925.99 | $22,814.88 | 5.09% |
| SL Sarah Ludden Clifford Group LLC | 441 | $241,326.08 | $253,266.3 | $11,940.22 | 4.95% |
Andrew Lewis Genesis Private Wealth LLC | 873 | $466,395.04 | $501,363.89 | $34,968.85 | 7.5% |
Andrew T. Gardener Tanglewood Legacy Advisors LLC | 50 | $27,534.67 | $29,693.5 | $2,158.83 | 7.84% |
| CWM Compass Wealth Management LLC Compass Wealth Management LLC | 1,079 | $540,968 | $640,785.73 | $99,817.73 | 18.45% |
David Smith Linden Thomas Advisory Services LLC | 13,803 | $6.52M | $7.93M | $1.41M | 21.66% |
| DFG Delta Financial Group Inc. Delta Financial Group Inc. | 716 | $372,462.05 | $411,198.79 | $38,736.74 | 10.4% |
Philip Rc Dudley Dudley Capital Management LLC | 1,084 | $596,947.99 | $622,541.19 | $25,593.2 | 4.29% |
| CAD Chelsea A. Delgado Main Street Group Ltd. | 65 | $31,949 | $37,329.5 | $5,380.5 | 16.84% |
Paul B. Ordonio Park Place Capital Corp. | 2,634 | $1.27M | $1.51M | $241,353.9 | 18.98% |
| SM Sarah Moore BOS Asset Management LLC | 509 | $209,822.3 | $292,318.69 | $82,496.39 | 39.32% |