| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Loni Adams Daymark Wealth Partners LLC | 2,430 | $302,366.16 | $464,470.2 | $162,104.04 | 53.61% |
Steve Alexandrowski GEM Asset Management LLC | 3,185 | $306,575.39 | $608,780.9 | $302,205.51 | 98.57% |
Andy Peters Goldstein Advisors LLC | 2,958 | $271,743.23 | $565,392.12 | $293,648.89 | 108.06% |
Jeffrey Hanson Breakwater Capital Group | 5,042 | $668,937.49 | $963,727.88 | $294,790.39 | 44.07% |
Salvatore Cocivera Cora Capital Advisors LLC | 1,365 | $272,791 | $260,906.1 | -$11,884.9 | -4.36% |
Moises Valladares Insigneo Advisory Services LLC | 6,055 | $581,877.93 | $1.24M | $653,826.48 | 112.36% |
Brendan G. Moody Watershed Private Wealth LLC | 1,423 | $284,337 | $271,992.22 | -$12,344.78 | -4.34% |
Ryan J. Warner C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors | 12,559 | $1.84M | $2.4M | $562,197.88 | 30.58% |
Paul B. Ordonio Park Place Capital Corp. | 52 | $7,393.88 | $10,612.16 | $3,218.28 | 43.53% |
Jeffrey Steele Silverlake Wealth Management LLC | 2,001 | $284,473.88 | $386,012.91 | $101,539.03 | 35.69% |
Crystal Karstens PETRA FINANCIAL ADVISORS Inc. | 11,548 | $1.79M | $2.21M | $415,020.86 | 23.16% |
Legacy Capital Group California Inc. Legacy Capital Group California, Inc. | 3,781 | $596,507.93 | $722,700.34 | $126,192.41 | 21.16% |
Ted Fischer FISCHER INVESTMENT STRATEGIES, LLC | 2,310 | $315,846.28 | $441,533.4 | $125,687.12 | 39.79% |
Staci Compagno Portside Wealth Group, LLC | 1,136 | $226,985 | $217,135.04 | -$9,849.96 | -4.34% |
| SML Sweeney & Michel LLC SWEENEY & MICHEL, LLC | 1,257 | $248,382 | $248,244.93 | -$137.07 | -0.06% |
Jane Bortnem Cherry Tree Wealth Management, LLC | 150 | $17,504.67 | $28,671 | $11,166.33 | 63.79% |
Rajiv Shah KINGSWOOD WEALTH ADVISORS, LLC | 1,253 | $178,164.38 | $239,498.42 | $61,334.04 | 34.43% |
Annmarie Young KPP Advisory Services LLC | 6,053 | $645,556.8 | $1.16M | $511,413.62 | 79.22% |
Certus Wealth Management LLC Certus Wealth Management, LLC | 3,937 | $369,251.25 | $752,518.18 | $383,266.93 | 103.8% |
Thomas Dobbins New Republic Capital, LLC | 224 | $20,415.39 | $45,088.96 | $24,673.57 | 120.86% |