| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Timothy J. Videnka Forza Wealth Management LLC | 2,902 | $458,542.51 | $657,448.1 | $198,905.59 | 43.38% |
Amy Ardeel Icon Wealth Advisors LLC | 2,804 | $635,355.07 | $628,965.24 | -$6,389.83 | -1.01% |
John J. Edwards Breed's Hi LLCapital LLC | 3,024 | $576,688.59 | $685,087.2 | $108,398.61 | 18.8% |
Dean Pelos Commonwealth Retirement Investments LLC | 5,908 | $934,586.93 | $1.34M | $403,870.47 | 43.21% |
| LQ Louise Quant Trium Capital LLP | 3,500 | $783,303.43 | $792,925 | $9,621.57 | 1.23% |
| TAB Thomas A. Burke Syntegra Private Wealth Group LLC | 2,092 | $343,748.71 | $473,942.6 | $130,193.89 | 37.87% |
Jeffrey Hanson Breakwater Capital Group | 1,061 | $226,236.29 | $240,369.55 | $14,133.26 | 6.25% |
Walter J. West Milestone Asset Management LLC | 5,105 | $1.1M | $1.16M | $57,627.72 | 5.24% |
Lydia Moore MRP Capital Investments LLC | 3,559 | $542,533.96 | $810,277.53 | $267,743.57 | 49.35% |
David Bach River Street Advisors LLC | 2,394 | $552,583.06 | $542,360.7 | -$10,222.36 | -1.85% |
| AEI Amy Elizabeth Ipsen Ipsen Advisor Group LLC | 3,412 | $551,189.3 | $772,988.6 | $221,799.3 | 40.24% |
Moises Valladares Insigneo Advisory Services LLC | 4,119 | $918,368.27 | $924,921.45 | $6,553.18 | 0.71% |
| NH Nathaniel Holden Core Wealth Partners LLC | 3,010 | $624,876 | $681,915.5 | $57,039.5 | 9.13% |
Scott Highmark Mosaic Family Wealth Partners LLC | 4,886 | $889,708.54 | $1.1M | $206,270.12 | 23.18% |
| KLM Kate L. Miller STAR Financial Bank | 1,567 | $249,297.26 | $356,758.89 | $107,461.63 | 43.11% |
Ashley Buboltz Moran Wealth Management LLC | 22,447 | $3.62M | $5.04M | $1.41M | 39.07% |
Jeffrey Rosenthal Viawealth LLC | 1,714 | $272,152.4 | $388,392.4 | $116,240 | 42.71% |
| CWM Compass Wealth Management LLC Compass Wealth Management LLC | 14,388 | $3.18M | $3.28M | $98,413.92 | 3.1% |
| DFG Delta Financial Group Inc. Delta Financial Group Inc. | 1,581 | $261,426.83 | $358,175.55 | $96,748.72 | 37.01% |
Ryan J. Warner C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors | 1,726 | $391,724.31 | $391,025.3 | -$699.01 | -0.18% |