| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| AEI Amy Elizabeth Ipsen Ipsen Advisor Group LLC | 3,425 | $583,275.64 | $959,274 | $375,998.36 | 64.46% |
Moises Valladares Insigneo Advisory Services LLC | 7,265 | $1.4M | $2.02M | $622,722.24 | 44.51% |
| NH Nathaniel Holden Core Wealth Partners LLC | 1,178 | $217,781.22 | $332,431.6 | $114,650.38 | 52.64% |
Konrad Czornij Manchester Global Management UKK) Ltd. | 210,000 | $40.77M | $58.59M | $17.82M | 43.72% |
Scott Highmark Mosaic Family Wealth Partners LLC | 2,621 | $781,179 | $737,156.25 | -$44,022.75 | -5.64% |
Ashley Buboltz Moran Wealth Management LLC | 101,280 | $16.89M | $28.41M | $11.52M | 68.21% |
| FFL Financial Freedom LLC Financial Freedom LLC | 1,244 | $208,287.08 | $348,419.52 | $140,132.44 | 67.28% |
| SL Sarah Ludden Clifford Group LLC | 741 | $220,870 | $205,412.61 | -$15,457.39 | -7% |
Andrew Lewis Genesis Private Wealth LLC | 996 | $172,800.32 | $281,300.28 | $108,499.96 | 62.79% |
Andrew T. Gardener Tanglewood Legacy Advisors LLC | 1,192 | $196,942.45 | $335,649.32 | $138,706.87 | 70.43% |
| CWM Compass Wealth Management LLC Compass Wealth Management LLC | 1,118 | $333,243 | $317,310.76 | -$15,932.24 | -4.78% |
David Smith Linden Thomas Advisory Services LLC | 12,936 | $2.33M | $3.62M | $1.29M | 55.2% |
Ira Ravitz Beverly Hills Private Wealth LLC | 4,410 | $793,888.2 | $1.24M | $446,380.2 | 56.23% |
| DFG Delta Financial Group Inc. Delta Financial Group Inc. | 1,581 | $296,453.29 | $445,225.41 | $148,772.12 | 50.18% |
Ryan J. Warner C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors | 791 | $235,802.78 | $222,468.75 | -$13,334.03 | -5.65% |
Rick Mordesovich Sonoma Private Wealth LLC | 1,052 | $204,235 | $292,971.48 | $88,736.48 | 43.45% |
Vickie Chrisman LMG Wealth Partners LLC | 1,264 | $208,887.7 | $357,876.32 | $148,988.62 | 71.32% |
| CAD Chelsea A. Delgado Main Street Group Ltd. | 167 | $32,587.88 | $46,446.87 | $13,858.99 | 42.53% |
Paul B. Ordonio Park Place Capital Corp. | 2,582 | $452,469.45 | $717,899.28 | $265,429.83 | 58.66% |
| SM Sarah Moore BOS Asset Management LLC | 1,377 | $254,094.33 | $388,906.11 | $134,811.78 | 53.06% |