| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Andrew T. Gardener Tanglewood Legacy Advisors LLC | 18,912 | $971,435.01 | $1.69M | $719,108.67 | 74.03% |
Lee McGowan Monument Group Wealth Advisors LLC | 3,423 | $257,317.24 | $291,639.6 | $34,322.36 | 13.34% |
Jason R. Parker Parker Financial LLC | 395,034 | $14.95M | $33.66M | $18.71M | 125.18% |
| DFG Delta Financial Group Inc. Delta Financial Group Inc. | 267,132 | $18.24M | $22.76M | $4.52M | 24.8% |
Ryan J. Warner C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors | 870,799 | $59.56M | $74.19M | $14.63M | 24.56% |
Rick Mordesovich Sonoma Private Wealth LLC | 14,748 | $789,977.5 | $1.32M | $527,608.82 | 66.79% |
| CAD Chelsea A. Delgado Main Street Group Ltd. | 6,942 | $526,873.16 | $591,458.4 | $64,585.24 | 12.26% |
Paul B. Ordonio Park Place Capital Corp. | 24,375 | $1.47M | $2.18M | $708,548.22 | 48.23% |
| SM Sarah Moore BOS Asset Management LLC | 11,670 | $452,627 | $994,284 | $541,657 | 119.67% |
Andrew Hass RF&L Wealth Management LLC | 2,670 | $229,994 | $227,484 | -$2,510 | -1.09% |
David Gutierrez Gutierrez Wealth Advisory LLC | 4,500 | $328,233.34 | $383,400 | $55,166.66 | 16.81% |
Sheila J. Lindsay Bensler LLC | 3,856 | $285,555.7 | $328,531.2 | $42,975.5 | 15.05% |
Jeffrey Steele Silverlake Wealth Management LLC | 28,149 | $2.05M | $2.5M | $442,843.3 | 21.57% |
Kevin Kroskey True Wealth Design LLC | 684 | $51,480.77 | $58,276.8 | $6,796.03 | 13.2% |
Jill Batley Gateway Wealth Partners LLC | 144,540 | $10.89M | $12.31M | $1.42M | 13.04% |
Michaela Herlihy BEACON FINANCIAL PLANNING Inc. | 7,623 | $450,080.55 | $675,855.18 | $225,774.63 | 50.16% |
David Kronour Kapstone Financial Advisors LLC | 12,390 | $1M | $1.11M | $107,030.63 | 10.7% |
Vincent Incerto LaSalle St. Investment Advisors LLC | 317,854 | $17.4M | $28.35M | $10.94M | 62.88% |
Todd A. Sixt Strait & Sound Wealth Management LLC | 17,520 | $729,788.74 | $1.56M | $827,213.66 | 113.35% |
Hannah Rae Leone Foundation Wealth Management LLC | 2,499 | $104,325.65 | $212,914.8 | $108,589.15 | 104.09% |