| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Assaf Pinchas Allegiance Financial Group Advisory Services LLC | 1,238 | $332,197.27 | $463,457.67 | $131,260.4 | 39.51% |
Jeffrey Hanson Breakwater Capital Group | 1,077 | $262,235.69 | $403,185.71 | $140,950.02 | 53.75% |
| AAL Avraham A. Levitan Glass Jacobson Investment Advisors LLC | 150 | $28,123.17 | $56,154 | $28,030.83 | 99.67% |
Justin Halverson Great Waters Wealth Management | 1,375 | $266,805.21 | $514,744.99 | $247,939.78 | 92.93% |
Darren Tapley New England Capital Financial Advisors LLC | 110 | $20,902.66 | $41,179.6 | $20,276.94 | 97.01% |
Lydia Moore MRP Capital Investments LLC | 805 | $215,370.3 | $309,389.67 | $94,019.37 | 43.65% |
Moises Valladares Insigneo Advisory Services LLC | 1,739 | $376,892.87 | $644,056.02 | $267,163.15 | 70.89% |
| LK Lenny Kisin Applied Capital LLC/FL | 15,072 | $2.85M | $5.64M | $2.79M | 97.67% |
Andrew T. Gardener Tanglewood Legacy Advisors LLC | 500 | $93,745 | $192,167.49 | $98,422.49 | 104.99% |
| CWM Compass Wealth Management LLC Compass Wealth Management LLC | 11,965 | $3.35M | $4.6M | $1.25M | 37.37% |
David Smith Linden Thomas Advisory Services LLC | 4,185 | $993,445.37 | $1.57M | $573,251.19 | 57.7% |
Ira Ravitz Beverly Hills Private Wealth LLC | 1,531 | $258,215 | $588,416.87 | $330,201.87 | 127.88% |
| CAD Chelsea A. Delgado Main Street Group Ltd. | 304 | $88,671 | $113,805.44 | $25,134.44 | 28.35% |
Paul B. Ordonio Park Place Capital Corp. | 177 | $39,519.19 | $65,553.72 | $26,034.53 | 65.88% |
Sheila J. Lindsay Bensler LLC | 688 | $199,687.09 | $257,559.67 | $57,872.58 | 28.98% |
David D. Jones Applied Finance Capital Management LLC | 60,592 | $14.6M | $22.68M | $8.09M | 55.41% |
Jeffrey Steele Silverlake Wealth Management LLC | 745 | $207,975 | $280,976.74 | $73,001.74 | 35.1% |
Kevin Kroskey True Wealth Design LLC | 490 | $131,997.33 | $183,436.4 | $51,439.07 | 38.97% |
Jill Batley Gateway Wealth Partners LLC | 1,125 | $327,900 | $421,154.99 | $93,254.99 | 28.44% |
Beth Zilka Baron Wealth Management LLC | 1,918 | $488,535.63 | $718,022.46 | $229,486.83 | 46.97% |