| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| TAL TFB Advisors LLC TFB Advisors LLC | 11,982 | $2.19M | $2.97M | $779,092.62 | 35.59% |
Scott Highmark Mosaic Family Wealth Partners LLC | 35,853 | $6.02M | $8.88M | $2.86M | 47.46% |
| DCB David C. Bensch Evergreen Wealth Management LLC | 6,812 | $1.18M | $1.67M | $482,440.05 | 40.75% |
Kyle Moore Quarry Hill Advisors LLC | 2,550 | $405,219.74 | $623,806.5 | $218,586.76 | 53.94% |
Daniel McGlinn Grey Fox Wealth Advisors LLC | 130,298 | $23.56M | $31.87M | $8.32M | 35.3% |
| FFL Financial Freedom LLC Financial Freedom LLC | 7,193 | $1.15M | $1.78M | $630,131.84 | 54.71% |
Richard W. Lowrie Park Edge Advisors LLC | 1,431 | $229,087.31 | $350,065.53 | $120,978.22 | 52.81% |
Lee McGowan Monument Group Wealth Advisors LLC | 39,196 | $9.09M | $9.59M | $494,416.68 | 5.44% |
| DFG Delta Financial Group Inc. Delta Financial Group Inc. | 1,545 | $306,188.1 | $377,953.35 | $71,765.25 | 23.44% |
Ryan J. Warner C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors | 5,273 | $1.04M | $1.29M | $251,150.82 | 24.18% |
Rick Mordesovich Sonoma Private Wealth LLC | 1,719 | $286,909.8 | $432,603.54 | $145,693.74 | 50.78% |
Vickie Chrisman LMG Wealth Partners LLC | 76,108 | $12.16M | $19.03M | $6.87M | 56.51% |
| CAD Chelsea A. Delgado Main Street Group Ltd. | 425 | $92,394.08 | $103,967.75 | $11,573.67 | 12.53% |
Paul B. Ordonio Park Place Capital Corp. | 1,234 | $239,289.66 | $310,548.44 | $71,258.78 | 29.78% |
Andrew Hass RF&L Wealth Management LLC | 21,211 | $3.46M | $5.19M | $1.73M | 50.01% |
Jeffrey Steele Silverlake Wealth Management LLC | 6,309 | $1.11M | $1.56M | $456,371.81 | 41.24% |
Jill Batley Gateway Wealth Partners LLC | 21,790 | $4.7M | $5.33M | $630,168.67 | 13.41% |
Michaela Herlihy BEACON FINANCIAL PLANNING Inc. | 1,146 | $248,987.01 | $283,898.58 | $34,911.57 | 14.02% |
David Kronour Kapstone Financial Advisors LLC | 3,980 | $864,654.76 | $994,243.8 | $129,589.04 | 14.99% |
Benjamin Cannon Tillman Hartley LLC | 946 | $184,481.5 | $234,352.58 | $49,871.08 | 27.03% |