| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| AEI Amy Elizabeth Ipsen Ipsen Advisor Group LLC | 9,595 | $806,430.88 | $1.34M | $529,480.97 | 65.66% |
| FFL Financial Freedom LLC Financial Freedom LLC | 31,625 | $2.62M | $4.49M | $1.87M | 71.34% |
Andrew T. Gardener Tanglewood Legacy Advisors LLC | 636 | $75,969.52 | $89,618.76 | $13,649.24 | 17.97% |
| DFG Delta Financial Group Inc. Delta Financial Group Inc. | 4,007 | $361,514.61 | $557,894.61 | $196,380 | 54.32% |
Vickie Chrisman LMG Wealth Partners LLC | 43,632 | $4.24M | $6.18M | $1.94M | 45.75% |
| CAD Chelsea A. Delgado Main Street Group Ltd. | 663 | $80,136 | $92,309.49 | $12,173.49 | 15.19% |
| SM Sarah Moore BOS Asset Management LLC | 1,936 | $160,581.05 | $269,549.28 | $108,968.23 | 67.86% |
Jill Batley Gateway Wealth Partners LLC | 2,979 | $359,902 | $414,766.17 | $54,864.17 | 15.24% |
David Kronour Kapstone Financial Advisors LLC | 1,712 | $206,827 | $241,237.92 | $34,410.92 | 16.64% |
| PIA Panoramic Investment Advisors LLC Panoramic Investment Advisors LLC | 3,926 | $516,637 | $556,235.68 | $39,598.68 | 7.66% |
| PIL PFG Investments LLC PFG Investments LLC | 1,535 | $202,040 | $213,718.05 | $11,678.05 | 5.78% |
Eugene Donato KENNEDY INVESTMENT GROUP | 4,027 | $520,892.45 | $560,679.21 | $39,786.76 | 7.64% |
Katherine Stoner Empower Advisory Group, LLC | 2,868 | $310,384.46 | $406,338.24 | $95,953.78 | 30.91% |
Nemes Rush Group LLC Nemes Rush Group LLC | 138 | $17,661.85 | $19,682.94 | $2,021.09 | 11.44% |
John Shanley Aspect Partners, LLC | 406 | $51,676.09 | $56,527.38 | $4,851.29 | 9.39% |
Jane Bortnem Cherry Tree Wealth Management, LLC | 948 | $77,016.03 | $131,990.04 | $54,974.01 | 71.38% |
Rajiv Shah KINGSWOOD WEALTH ADVISORS, LLC | 5,512 | $666,067.08 | $767,435.76 | $101,368.68 | 15.22% |
Peter Sigismondi Ramirez Asset Management, Inc. | 1,670 | $157,557.46 | $236,605.6 | $79,048.14 | 50.17% |
Christopher C. Powers Farther Finance Advisors, LLC | 17,523 | $2.13M | $2.44M | $306,722.9 | 14.38% |
Marilou Davido WFA Asset Management Corp | 54,723 | $5.48M | $7.62M | $2.14M | 39.06% |