| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Vickie Chrisman LMG Wealth Partners LLC | 2,053 | $1.19M | $1.46M | $265,934.58 | 22.31% |
Robert Hackenberg Northeast Financial Group Inc. | 1,486 | $565,436.66 | $1.02M | $454,925.27 | 80.46% |
| CAD Chelsea A. Delgado Main Street Group Ltd. | 2,404 | $1.3M | $1.65M | $354,457.38 | 27.34% |
Paul B. Ordonio Park Place Capital Corp. | 1,994 | $897,657.06 | $1.42M | $525,281.26 | 58.52% |
| SM Sarah Moore BOS Asset Management LLC | 543 | $372,938 | $372,850.96 | -$87.04 | -0.02% |
Andrew Hass RF&L Wealth Management LLC | 9,222 | $3.91M | $6.33M | $2.43M | 62.08% |
David Gutierrez Gutierrez Wealth Advisory LLC | 27,657 | $14.9M | $18.99M | $4.09M | 27.45% |
Sheila J. Lindsay Bensler LLC | 2,992 | $1.38M | $2.05M | $673,474.61 | 48.77% |
Jeffrey Steele Silverlake Wealth Management LLC | 23,595 | $14.36M | $16.7M | $2.33M | 16.26% |
Kevin Kroskey True Wealth Design LLC | 169 | $101,549.74 | $116,043.85 | $14,494.11 | 14.27% |
Jill Batley Gateway Wealth Partners LLC | 17,085 | $10.11M | $11.73M | $1.62M | 16.05% |
Michaela Herlihy BEACON FINANCIAL PLANNING Inc. | 1,938 | $923,041.68 | $1.37M | $448,287.08 | 48.57% |
Vincent Incerto LaSalle St. Investment Advisors LLC | 12,013 | $5.18M | $8.54M | $3.36M | 64.79% |
Todd A. Sixt Strait & Sound Wealth Management LLC | 887 | $369,954.51 | $630,009.49 | $260,054.98 | 70.29% |
Gregory Turcotte Alpha Financial Partners LLC | 3,687 | $2.03M | $2.62M | $586,504.51 | 28.84% |
Benjamin Cannon Tillman Hartley LLC | 1,122 | $637,335.74 | $793,927.18 | $156,591.44 | 24.57% |
Jennifer Henry Continuum Wealth Advisors LLC | 2,206 | $1.35M | $1.51M | $167,643.17 | 12.44% |
| LAM Lakewood Asset Management LLC Lakewood Asset Management LLC | 1,089 | $465,755.98 | $770,576.38 | $304,820.4 | 65.45% |
| DK Daniel Kauper Milestone Investment Advisors LLC | 34 | $12,391.74 | $24,262.74 | $11,871 | 95.8% |
Leigha Shepard Midwest Financial Group LLC | 1,752 | $969,704.77 | $1.2M | $233,306.07 | 24.06% |