| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
David Bach River Street Advisors LLC | 1,761 | $427,254 | $514,440.93 | $87,186.93 | 20.41% |
| AEI Amy Elizabeth Ipsen Ipsen Advisor Group LLC | 2,475 | $523,434.67 | $723,021.75 | $199,587.08 | 38.13% |
Moises Valladares Insigneo Advisory Services LLC | 4,551 | $1.03M | $1.34M | $307,696.26 | 29.91% |
John Canning Mi LLCreek Capital Advisors LLC | 1,651 | $389,375.54 | $482,306.63 | $92,931.09 | 23.87% |
| NH Nathaniel Holden Core Wealth Partners LLC | 4,289 | $880,254.13 | $1.25M | $372,691.44 | 42.34% |
David Stevens Stevens Capital Partners | 36,270 | $8.35M | $10.63M | $2.28M | 27.26% |
Scott Highmark Mosaic Family Wealth Partners LLC | 5,699 | $1.33M | $1.69M | $357,448.17 | 26.85% |
| EFM Eley Financial Management Inc. Eley Financial Management Inc. | 21,024 | $4.48M | $6.14M | $1.67M | 37.23% |
Ashley Buboltz Moran Wealth Management LLC | 4,439 | $1.04M | $1.32M | $273,311.5 | 26.22% |
| SL Sarah Ludden Clifford Group LLC | 2,254 | $479,983.32 | $661,954.7 | $181,971.38 | 37.91% |
Andrew Lewis Genesis Private Wealth LLC | 1,155 | $264,967.02 | $337,410.15 | $72,443.13 | 27.34% |
Andrew T. Gardener Tanglewood Legacy Advisors LLC | 80 | $16,565.66 | $23,445.6 | $6,879.94 | 41.53% |
Jason R. Parker Parker Financial LLC | 1,153 | $240,543.2 | $336,825.89 | $96,282.69 | 40.03% |
Ira Ravitz Beverly Hills Private Wealth LLC | 1,682 | $344,170.84 | $492,943.75 | $148,772.91 | 43.23% |
| DFG Delta Financial Group Inc. Delta Financial Group Inc. | 3,211 | $732,236.44 | $938,029.43 | $205,792.99 | 28.1% |
Ryan J. Warner C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors | 1,818 | $424,431.92 | $531,092.34 | $106,660.42 | 25.13% |
Philip Rc Dudley Dudley Capital Management LLC | 3,645 | $754,647.99 | $1.06M | $310,165.86 | 41.1% |
| CAD Chelsea A. Delgado Main Street Group Ltd. | 255 | $61,850.34 | $74,493.15 | $12,642.81 | 20.44% |
Paul B. Ordonio Park Place Capital Corp. | 849 | $175,783.52 | $249,334.31 | $73,550.79 | 41.84% |
| SM Sarah Moore BOS Asset Management LLC | 828 | $200,889 | $241,883.64 | $40,994.64 | 20.41% |