| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| AAL Avraham A. Levitan Glass Jacobson Investment Advisors LLC | 296 | $61,961.53 | $85,073.36 | $23,111.83 | 37.3% |
Curtis Packer B.O.S.S. Retirement Advisors LLC | 1,282 | $311,803 | $371,985.12 | $60,182.12 | 19.3% |
Jesse Haller Compass Financial Group Inc./SD | 1,515 | $322,015.9 | $437,425.95 | $115,410.05 | 35.84% |
Neil Christ Oak Hill Wealth Advisors LLC | 1,563 | $369,709.55 | $452,754.21 | $83,044.66 | 22.46% |
David Bach River Street Advisors LLC | 1,761 | $427,254 | $510,883.69 | $83,629.69 | 19.57% |
| AEI Amy Elizabeth Ipsen Ipsen Advisor Group LLC | 2,475 | $523,434.67 | $713,171.25 | $189,736.58 | 36.25% |
Moises Valladares Insigneo Advisory Services LLC | 4,551 | $1.03M | $1.32M | $288,309.05 | 28.02% |
John Canning Mi LLCreek Capital Advisors LLC | 1,651 | $389,375.54 | $475,050.48 | $85,674.94 | 22% |
| NH Nathaniel Holden Core Wealth Partners LLC | 4,289 | $880,254.13 | $1.25M | $364,971.24 | 41.46% |
David Stevens Stevens Capital Partners | 36,270 | $8.35M | $10.52M | $2.17M | 26% |
Scott Highmark Mosaic Family Wealth Partners LLC | 5,699 | $1.33M | $1.64M | $304,276.44 | 22.85% |
| EFM Eley Financial Management Inc. Eley Financial Management Inc. | 21,024 | $4.48M | $6.06M | $1.58M | 35.32% |
Ashley Buboltz Moran Wealth Management LLC | 4,439 | $1.04M | $1.27M | $232,605.83 | 22.32% |
| SL Sarah Ludden Clifford Group LLC | 2,254 | $479,983.32 | $650,549.48 | $170,566.16 | 35.54% |
Andrew Lewis Genesis Private Wealth LLC | 1,155 | $264,967.02 | $335,296.5 | $70,329.48 | 26.54% |
Andrew T. Gardener Tanglewood Legacy Advisors LLC | 80 | $16,565.66 | $23,002.4 | $6,436.74 | 38.86% |
Jason R. Parker Parker Financial LLC | 1,143 | $238,472.5 | $329,549.76 | $91,077.26 | 38.19% |
Ira Ravitz Beverly Hills Private Wealth LLC | 1,682 | $344,170.84 | $482,128.48 | $137,957.64 | 40.08% |
| DFG Delta Financial Group Inc. Delta Financial Group Inc. | 3,211 | $732,236.44 | $923,901.03 | $191,664.59 | 26.18% |
Ryan J. Warner C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors | 1,382 | $321,018.72 | $396,661.64 | $75,642.92 | 23.56% |