| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Rick Mordesovich Sonoma Private Wealth LLC | 9,676 | $1.47M | $2.2M | $733,933.68 | 50.01% |
Vickie Chrisman LMG Wealth Partners LLC | 3,831 | $566,434.56 | $866,916.99 | $300,482.43 | 53.05% |
| CAD Chelsea A. Delgado Main Street Group Ltd. | 1,907 | $339,126.59 | $419,444.65 | $80,318.06 | 23.68% |
Paul B. Ordonio Park Place Capital Corp. | 684 | $108,354.55 | $155,616.83 | $47,262.28 | 43.62% |
| SM Sarah Moore BOS Asset Management LLC | 10,410 | $1.54M | $2.29M | $752,793.87 | 48.98% |
Andrew Hass RF&L Wealth Management LLC | 4,863 | $704,154.83 | $1.07M | $365,462.02 | 51.9% |
Jeffrey Steele Silverlake Wealth Management LLC | 15,339 | $2.93M | $3.37M | $444,043.42 | 15.16% |
Kevin Kroskey True Wealth Design LLC | 609 | $103,150.88 | $133,949.55 | $30,798.67 | 29.86% |
Jill Batley Gateway Wealth Partners LLC | 69,262 | $12.87M | $15.23M | $2.36M | 18.37% |
David Kronour Kapstone Financial Advisors LLC | 6,249 | $1.29M | $1.4M | $109,696.4 | 8.49% |
Vincent Incerto LaSalle St. Investment Advisors LLC | 115,954 | $18.96M | $26.09M | $7.13M | 37.6% |
Benjamin Cannon Tillman Hartley LLC | 9,530 | $1.59M | $2.1M | $503,934.4 | 31.65% |
Jennifer Henry Continuum Wealth Advisors LLC | 4,715 | $823,097.52 | $1.04M | $213,966.73 | 26% |
| DK Daniel Kauper Milestone Investment Advisors LLC | 19,912 | $2.84M | $4.53M | $1.69M | 59.34% |
Leigha Shepard Midwest Financial Group LLC | 6,895 | $1.17M | $1.52M | $347,190.05 | 29.69% |
Charles Mattingly Leading Edge Financial Planning LLC | 1,349 | $194,627.21 | $296,712.55 | $102,085.34 | 52.45% |
John Carey JP Wealth Management Inc. | 3,900 | $660,270 | $857,805 | $197,535 | 29.92% |
| WPA Wealth Preservation Advisors LLC Wealth Preservation Advisors LLC | 36,801 | $6.96M | $8.37M | $1.41M | 20.29% |
Beth Zilka Baron Wealth Management LLC | 4,573 | $749,303.43 | $1.01M | $256,527.92 | 34.24% |
Pavin White 25 LLC | 141,177 | $20.74M | $31.05M | $10.31M | 49.74% |