| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Jeffrey D. Munjack JDM Financial Group LLC | 108 | $21,658.32 | $39,553.92 | $17,895.6 | 82.63% |
| BP Brett Pohl Kingdom Financial Group LLC | 35 | $12,800 | $12,627.3 | -$172.7 | -1.35% |
Scott Register Register Financial Advisors LLC | 977 | $291,956.03 | $332,629.41 | $40,673.38 | 13.93% |
| FCP Fidelis Capital Partners LLC Fidelis Capital Partners LLC | 1,777 | $508,301.91 | $649,226.95 | $140,925.04 | 27.72% |
Kevin Gray Lodestar Private Asset Management LLC | 762 | $210,925.43 | $259,430.51 | $48,505.08 | 23% |
| AAL Avraham A. Levitan Glass Jacobson Investment Advisors LLC | 2,214 | $453,696.35 | $753,778.42 | $300,082.07 | 66.14% |
Jesse Haller Compass Financial Group Inc./SD | 2,533 | $508,188.09 | $895,339.51 | $387,151.42 | 76.18% |
David Bach River Street Advisors LLC | 2,245 | $686,990.13 | $764,332.68 | $77,342.55 | 11.26% |
| AEI Amy Elizabeth Ipsen Ipsen Advisor Group LLC | 563 | $205,955 | $191,678.97 | -$14,276.03 | -6.93% |
John Canning Mi LLCreek Capital Advisors LLC | 316,577 | $68.75M | $107.78M | $39.04M | 56.78% |
David Stevens Stevens Capital Partners | 4,011 | $1.09M | $1.45M | $356,016.97 | 32.63% |
| TAL TFB Advisors LLC TFB Advisors LLC | 4,356 | $1.08M | $1.53M | $455,928.49 | 42.3% |
Dana Anspach Sensible Money LLC | 1,407 | $284,307.69 | $479,027.21 | $194,719.52 | 68.49% |
Scott Highmark Mosaic Family Wealth Partners LLC | 124,773 | $27.46M | $44.1M | $16.64M | 60.59% |
| DCB David C. Bensch Evergreen Wealth Management LLC | 3,597 | $840,376.37 | $1.22M | $384,258.21 | 45.72% |
Steven Trigili Garden State Investment Advisory Services LLC | 1,335 | $274,375.93 | $479,825.7 | $205,449.77 | 74.88% |
| FFL Financial Freedom LLC Financial Freedom LLC | 1,512 | $304,278.25 | $532,390.32 | $228,112.07 | 74.97% |
Andrew Lewis Genesis Private Wealth LLC | 1,934 | $539,430.18 | $658,449.62 | $119,019.44 | 22.06% |
| DFG Delta Financial Group Inc. Delta Financial Group Inc. | 1,642 | $458,585.47 | $559,035.3 | $100,449.83 | 21.9% |
Ryan J. Warner C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors | 2,197 | $602,267.97 | $747,990.6 | $145,722.63 | 24.2% |