| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Lee McGowan Monument Group Wealth Advisors LLC | 843 | $56,008.98 | $68,240.85 | $12,231.87 | 21.84% |
| DFG Delta Financial Group Inc. Delta Financial Group Inc. | 8,792 | $579,209.6 | $711,712.4 | $132,502.8 | 22.88% |
Rick Mordesovich Sonoma Private Wealth LLC | 6,877 | $439,508.1 | $580,831.42 | $141,323.32 | 32.15% |
Vickie Chrisman LMG Wealth Partners LLC | 6,208 | $439,395.53 | $518,802.56 | $79,407.03 | 18.07% |
Robert Hackenberg Northeast Financial Group Inc. | 4,660 | $271,815 | $377,227 | $105,412 | 38.78% |
| CAD Chelsea A. Delgado Main Street Group Ltd. | 309 | $22,262.48 | $25,013.55 | $2,751.07 | 12.36% |
Paul B. Ordonio Park Place Capital Corp. | 5,085 | $372,603.09 | $429,479.1 | $56,876.01 | 15.26% |
| SM Sarah Moore BOS Asset Management LLC | 24,750 | $1.29M | $2M | $712,372.41 | 55.17% |
David Gutierrez Gutierrez Wealth Advisory LLC | 3,068 | $214,599.12 | $248,354.6 | $33,755.48 | 15.73% |
Sheila J. Lindsay Bensler LLC | 5,829 | $380,972.53 | $471,857.55 | $90,885.02 | 23.86% |
Jeffrey Steele Silverlake Wealth Management LLC | 4,985 | $264,390.03 | $409,467.9 | $145,077.87 | 54.87% |
Jill Batley Gateway Wealth Partners LLC | 165,072 | $11.86M | $13.36M | $1.5M | 12.69% |
David Kronour Kapstone Financial Advisors LLC | 4,744 | $382,224 | $392,281.36 | $10,057.36 | 2.63% |
Vincent Incerto LaSalle St. Investment Advisors LLC | 13,233 | $929,632.01 | $1.09M | $165,134.08 | 17.76% |
| DK Daniel Kauper Milestone Investment Advisors LLC | 168,086 | $11.11M | $14.2M | $3.09M | 27.83% |
Leigha Shepard Midwest Financial Group LLC | 5,339 | $372,259.04 | $432,192.05 | $59,933.01 | 16.1% |
Christopher E. Jaccard Financial Alternatives Inc. | 9,944 | $539,990.82 | $822,667.12 | $282,676.3 | 52.35% |
Nicholas Brown Granite Harbor Advisors Inc. | 6,145 | $313,112.33 | $497,437.75 | $184,325.42 | 58.87% |
Beth Zilka Baron Wealth Management LLC | 8,387 | $443,017.79 | $678,927.65 | $235,909.86 | 53.25% |
| WRP Werba Rubin Papier Wealth Management Werba Rubin Papier Wealth Management | 2,596 | $209,157 | $210,146.2 | $989.2 | 0.47% |