| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
David Stevens Stevens Capital Partners | 1,445 | $709,776.16 | $972,774 | $262,997.84 | 37.05% |
Scott Highmark Mosaic Family Wealth Partners LLC | 845 | $423,654 | $568,854.01 | $145,200.01 | 34.27% |
Daniel McGlinn Grey Fox Wealth Advisors LLC | 501 | $251,417 | $332,183.03 | $80,766.03 | 32.12% |
Jeffrey Rosenthal Viawealth LLC | 820 | $448,111.11 | $543,692.78 | $95,581.67 | 21.33% |
| SL Sarah Ludden Clifford Group LLC | 425 | $232,514.4 | $295,978.5 | $63,464.1 | 27.29% |
Andrew Lewis Genesis Private Wealth LLC | 873 | $466,395.04 | $587,703.61 | $121,308.57 | 26.01% |
Andrew T. Gardener Tanglewood Legacy Advisors LLC | 50 | $27,534.67 | $33,660 | $6,125.33 | 22.25% |
| CWM Compass Wealth Management LLC Compass Wealth Management LLC | 1,079 | $540,968 | $715,420.14 | $174,452.14 | 32.25% |
David Smith Linden Thomas Advisory Services LLC | 13,803 | $6.52M | $9.29M | $2.78M | 42.61% |
| DFG Delta Financial Group Inc. Delta Financial Group Inc. | 716 | $372,462.05 | $482,011.21 | $109,549.16 | 29.41% |
Philip Rc Dudley Dudley Capital Management LLC | 1,084 | $596,947.99 | $729,748.8 | $132,800.81 | 22.25% |
| CAD Chelsea A. Delgado Main Street Group Ltd. | 65 | $31,949 | $44,726.82 | $12,777.82 | 39.99% |
Paul B. Ordonio Park Place Capital Corp. | 2,689 | $1.3M | $1.87M | $568,959.89 | 43.8% |
| SM Sarah Moore BOS Asset Management LLC | 509 | $209,822.3 | $342,658.81 | $132,836.51 | 63.31% |
David D. Jones Applied Finance Capital Management LLC | 18,993 | $11.17M | $12.79M | $1.61M | 14.45% |
Kevin Kroskey True Wealth Design LLC | 77 | $41,618.92 | $53,629.73 | $12,010.81 | 28.86% |
Jill Batley Gateway Wealth Partners LLC | 1,385 | $685,205.63 | $949,556 | $264,350.37 | 38.58% |
Vincent Incerto LaSalle St. Investment Advisors LLC | 829 | $423,776.48 | $558,082.81 | $134,306.33 | 31.69% |
| SJJ Scott John Jaffray GuoLine Advisory Pte Ltd. | 78,800 | $45.43M | $54.15M | $8.73M | 19.21% |
Nicholas Brown Granite Harbor Advisors Inc. | 928 | $413,472.84 | $624,729.6 | $211,256.76 | 51.09% |