| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Scott Register Register Financial Advisors LLC | 2,194 | $201,469.31 | $341,956.84 | $140,487.53 | 69.73% |
Bree Pate Olisti Co. Wealth LLC | 4,132 | $356,467.19 | $644,013.52 | $287,546.33 | 80.67% |
John J. Edwards Breed's Hi LLCapital LLC | 13,979 | $1.64M | $2.18M | $536,428.96 | 32.66% |
Andy Peters Goldstein Advisors LLC | 2,237 | $351,097 | $348,658.82 | -$2,438.18 | -0.69% |
Robin Sherwood HTG Investment Advisors Inc. | 16,636 | $1.69M | $2.66M | $973,445.68 | 57.56% |
Michael R. Panico Arcadia Wealth Management LLC | 2,485 | $389,972 | $387,312.1 | -$2,659.9 | -0.68% |
Jesse Haller Compass Financial Group Inc./SD | 8,647 | $747,391.97 | $1.39M | $641,186.52 | 85.79% |
David Bach River Street Advisors LLC | 28,493 | $3.56M | $4.44M | $883,737.11 | 24.84% |
Moises Valladares Insigneo Advisory Services LLC | 24,536 | $2.51M | $3.98M | $1.47M | 58.76% |
Scott Highmark Mosaic Family Wealth Partners LLC | 4,327 | $448,316.78 | $694,851.29 | $246,534.51 | 54.99% |
| SL Sarah Ludden Clifford Group LLC | 1,793 | $201,950.83 | $290,914.25 | $88,963.42 | 44.05% |
Richard W. Lowrie Park Edge Advisors LLC | 93,653 | $14.7M | $14.6M | -$102,131.42 | -0.69% |
Ryan J. Warner C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors | 17,289 | $2.71M | $2.69M | -$18,845.46 | -0.69% |
Rick Mordesovich Sonoma Private Wealth LLC | 8,290 | $757,392.98 | $1.35M | $587,659.52 | 77.59% |
| CAD Chelsea A. Delgado Main Street Group Ltd. | 1 | $138 | $155.86 | $17.86 | 12.94% |
Paul B. Ordonio Park Place Capital Corp. | 160 | $18,020.8 | $25,960 | $7,939.2 | 44.06% |
| SM Sarah Moore BOS Asset Management LLC | 3,685 | $348,974.79 | $574,344.1 | $225,369.31 | 64.58% |
David Gutierrez Gutierrez Wealth Advisory LLC | 3,637 | $483,152.45 | $566,862.82 | $83,710.37 | 17.33% |
Jeffrey Steele Silverlake Wealth Management LLC | 7,992 | $1.04M | $1.28M | $241,432.67 | 23.24% |
Jill Batley Gateway Wealth Partners LLC | 75,902 | $10.41M | $11.83M | $1.42M | 13.69% |