| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Curtis Packer B.O.S.S. Retirement Advisors LLC | 7,874 | $590,827.56 | $664,093.16 | $73,265.6 | 12.4% |
Thomas J. Suttner McGlone Suttner Wealth Management Inc. | 15,144 | $972,395.41 | $1.28M | $306,212.51 | 31.49% |
Neil Christ Oak Hill Wealth Advisors LLC | 4,763 | $335,052.96 | $400,401.59 | $65,348.63 | 19.5% |
Moises Valladares Insigneo Advisory Services LLC | 47,121 | $3.49M | $3.92M | $437,838.26 | 12.56% |
John Canning Mi LLCreek Capital Advisors LLC | 4,209 | $325,523.88 | $352,693.15 | $27,169.27 | 8.35% |
| NH Nathaniel Holden Core Wealth Partners LLC | 3,373 | $313,825.24 | $284,445.09 | -$29,380.15 | -9.36% |
Scott Highmark Mosaic Family Wealth Partners LLC | 30,479 | $2.3M | $2.54M | $240,105.06 | 10.45% |
Brendan G. Moody Watershed Private Wealth LLC | 3,133 | $291,996 | $259,318.41 | -$32,677.59 | -11.19% |
| KLM Kate L. Miller STAR Financial Bank | 8,574 | $510,015.76 | $709,541.37 | $199,525.61 | 39.12% |
Ashley Buboltz Moran Wealth Management LLC | 2,668 | $220,484 | $222,017.62 | $1,533.62 | 0.7% |
Steven Trigili Garden State Investment Advisory Services LLC | 3,123 | $258,854.07 | $261,395.1 | $2,541.03 | 0.98% |
Kun Gao Sherbrooke Park Advisers LLC | 5,080 | $436,243.32 | $428,345.6 | -$7,897.72 | -1.81% |
| LK Lenny Kisin Applied Capital LLC/FL | 29,497 | $1.22M | $2.44M | $1.22M | 100.23% |
Andrew Lewis Genesis Private Wealth LLC | 5,569 | $423,694.84 | $469,633.77 | $45,938.93 | 10.84% |
Andrew T. Gardener Tanglewood Legacy Advisors LLC | 100 | $4,869.97 | $8,390.5 | $3,520.53 | 72.29% |
Richard W. Lowrie Park Edge Advisors LLC | 18,408 | $1.47M | $1.55M | $75,550.69 | 5.13% |
| DFG Delta Financial Group Inc. Delta Financial Group Inc. | 10,435 | $732,954.4 | $875,600.85 | $142,646.45 | 19.46% |
Ryan J. Warner C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors | 4,493 | $366,024.27 | $374,311.83 | $8,287.56 | 2.26% |
Vickie Chrisman LMG Wealth Partners LLC | 51,286 | $3.72M | $4.32M | $603,840.65 | 16.23% |
| CAD Chelsea A. Delgado Main Street Group Ltd. | 320 | $25,474.59 | $26,649.6 | $1,175.01 | 4.61% |