| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Ashley Buboltz Moran Wealth Management LLC | 84,968 | $7.93M | $7.77M | -$163,397.37 | -2.06% |
Daniel McGlinn Grey Fox Wealth Advisors LLC | 132,329 | $11.75M | $12.17M | $419,103.57 | 3.57% |
Jeffrey Rosenthal Viawealth LLC | 6,950 | $568,064.67 | $638,948.25 | $70,883.58 | 12.48% |
| FFL Financial Freedom LLC Financial Freedom LLC | 3,439 | $284,526.1 | $313,860.33 | $29,334.23 | 10.31% |
| SL Sarah Ludden Clifford Group LLC | 8,254 | $702,353.31 | $754,250.52 | $51,897.21 | 7.39% |
Kevin King LEGACY FINANCIAL GROUP Inc. | 43,243 | $3.59M | $3.95M | $354,271.77 | 9.86% |
Jason R. Parker Parker Financial LLC | 3,469 | $303,233.57 | $317,621.64 | $14,388.07 | 4.74% |
Ryan J. Warner C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors | 7,189 | $636,219.18 | $658,584.29 | $22,365.11 | 3.52% |
Vickie Chrisman LMG Wealth Partners LLC | 69,875 | $5.83M | $6.44M | $613,995.7 | 10.53% |
Robert Hackenberg Northeast Financial Group Inc. | 133,902 | $12.1M | $12.24M | $141,943.47 | 1.17% |
| CAD Chelsea A. Delgado Main Street Group Ltd. | 600 | $53,220 | $55,002 | $1,782 | 3.35% |
Paul B. Ordonio Park Place Capital Corp. | 1,111 | $106,058.58 | $101,623.17 | -$4,435.41 | -4.18% |
| SM Sarah Moore BOS Asset Management LLC | 54,114 | $4.76M | $4.98M | $221,605.32 | 4.66% |
Sheila J. Lindsay Bensler LLC | 2,971 | $315,887.21 | $274,356.99 | -$41,530.22 | -13.15% |
Jeffrey Steele Silverlake Wealth Management LLC | 21,892 | $1.99M | $2.01M | $13,830.91 | 0.69% |
Jill Batley Gateway Wealth Partners LLC | 3,150 | $279,404.8 | $287,831.25 | $8,426.45 | 3.02% |
Vincent Incerto LaSalle St. Investment Advisors LLC | 3,471 | $310,154.2 | $317,978.31 | $7,824.11 | 2.52% |
Benjamin Cannon Tillman Hartley LLC | 46,925 | $4.06M | $4.28M | $221,270.69 | 5.45% |
Brett Carleton Heritage Wealth Management Inc./Texas | 95,612 | $8.09M | $8.77M | $688,021.38 | 8.51% |
Christopher E. Jaccard Financial Alternatives Inc. | 70,071 | $5.89M | $6.4M | $510,214.02 | 8.66% |