| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Jesse Haller Compass Financial Group Inc./SD | 1,198 | $416,166.48 | $471,613.55 | $55,447.07 | 13.32% |
David Bach River Street Advisors LLC | 2,348 | $419,824.88 | $924,331.06 | $504,506.18 | 120.17% |
| MV Moises Valladares Insigneo Advisory Services LLC | 44,705 | $13.59M | $17.6M | $4M | 29.46% |
John Canning Mi LLCreek Capital Advisors LLC | 19,414 | $2.84M | $7.64M | $4.8M | 168.82% |
| NH Nathaniel Holden Core Wealth Partners LLC | 6,764 | $2.09M | $2.58M | $481,077.84 | 22.96% |
| DS David Stevens Stevens Capital Partners | 3,758 | $1.13M | $1.48M | $344,581.03 | 30.36% |
| TAL TFB Advisors LLC TFB Advisors LLC | 1,519 | $470,026.91 | $597,980.78 | $127,953.87 | 27.22% |
| SH Scott Highmark Mosaic Family Wealth Partners LLC | 2,117 | $308,475.32 | $833,393.89 | $524,918.57 | 170.17% |
Brendan G. Moody Watershed Private Wealth LLC | 7,037 | $1.96M | $2.68M | $721,671.47 | 36.85% |
| RBL Robert B. LaRue Owen LaRue LLC | 5,046 | $1.54M | $1.99M | $448,865.79 | 29.19% |
Ashley Buboltz Moran Wealth Management LLC | 4,562 | $1.79M | $1.8M | $3,258.76 | 0.18% |
| ST Steven Trigili Garden State Investment Advisory Services LLC | 7,491 | $1.6M | $2.95M | $1.35M | 84.04% |
Jeffrey Rosenthal Viawealth LLC | 4,056 | $687,158.18 | $1.6M | $909,556.79 | 132.36% |
| BBW Beacon Bridge Wealth Partners LLC Beacon Bridge Wealth Partners LLC | 1,915 | $409,274.6 | $753,873.07 | $344,598.47 | 84.2% |
| CJ Carl Jurgens Walker Financial Services Inc. | 755 | $317,553 | $297,817.3 | -$19,735.7 | -6.21% |
| FFL Financial Freedom LLC Financial Freedom LLC | 58 | $7,144.51 | $22,832.71 | $15,688.2 | 219.58% |
| SL Sarah Ludden Clifford Group LLC | 1,017 | $336,961.81 | $400,359.75 | $63,397.94 | 18.81% |
Kevin King LEGACY FINANCIAL GROUP Inc. | 770 | $158,592.35 | $303,172.1 | $144,579.75 | 91.16% |
Andrew T. Gardener Tanglewood Legacy Advisors LLC | 1,530 | $386,767.82 | $602,311.12 | $215,543.3 | 55.73% |
| RWL Richard W. Lowrie Park Edge Advisors LLC | 1,896 | $709,317.59 | $740,160.67 | $30,843.08 | 4.35% |