| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Helen Semus Semus Wealth Partners LLC | 4,352 | $294,095.67 | $532,989.44 | $238,893.77 | 81.23% |
Curtis Packer B.O.S.S. Retirement Advisors LLC | 2,778 | $332,027 | $341,277.3 | $9,250.3 | 2.79% |
Jesse Haller Compass Financial Group Inc./SD | 1.49M | $101.3M | $182.43M | $81.13M | 80.09% |
| AEI Amy Elizabeth Ipsen Ipsen Advisor Group LLC | 3,499 | $139,662.58 | $427,892.71 | $288,230.13 | 206.38% |
Moises Valladares Insigneo Advisory Services LLC | 44,940 | $3.41M | $5.45M | $2.05M | 60.03% |
John Canning Mi LLCreek Capital Advisors LLC | 10,944 | $869,671.76 | $1.38M | $514,525.36 | 59.16% |
David Stevens Stevens Capital Partners | 6,309 | $434,874.47 | $775,060.65 | $340,186.18 | 78.23% |
| TAL TFB Advisors LLC TFB Advisors LLC | 4,685 | $334,895.39 | $592,558.8 | $257,663.41 | 76.94% |
Scott Highmark Mosaic Family Wealth Partners LLC | 2,856 | $266,251.85 | $350,859.6 | $84,607.75 | 31.78% |
| EFM Eley Financial Management Inc. Eley Financial Management Inc. | 53,667 | $2.41M | $6.54M | $4.13M | 170.92% |
Steven Trigili Garden State Investment Advisory Services LLC | 6,377 | $666,615.33 | $783,414.45 | $116,799.12 | 17.52% |
Daniel McGlinn Grey Fox Wealth Advisors LLC | 5,046 | $251,634.24 | $638,218.08 | $386,583.84 | 153.63% |
| FFL Financial Freedom LLC Financial Freedom LLC | 115,421 | $4.69M | $14.1M | $9.42M | 200.86% |
| SL Sarah Ludden Clifford Group LLC | 45,472 | $2.89M | $5.52M | $2.62M | 90.52% |
Kevin King LEGACY FINANCIAL GROUP Inc. | 5,921 | $447,395.6 | $723,486.99 | $276,091.39 | 61.71% |
| DFG Delta Financial Group Inc. Delta Financial Group Inc. | 145,952 | $6.41M | $18.46M | $12.05M | 187.98% |
Ryan J. Warner C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors | 14,975 | $1.28M | $1.84M | $556,075.94 | 43.32% |
Vickie Chrisman LMG Wealth Partners LLC | 7,272 | $678,688.49 | $919,762.56 | $241,074.07 | 35.52% |
| CAD Chelsea A. Delgado Main Street Group Ltd. | 14,648 | $1.01M | $1.78M | $769,596.37 | 76.06% |
Paul B. Ordonio Park Place Capital Corp. | 1,753 | $77,636.4 | $213,673.17 | $136,036.77 | 175.22% |