| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Ryan J. Warner C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors | 9,546 | $584,792.69 | $568,464.3 | -$16,328.39 | -2.79% |
| CAD Chelsea A. Delgado Main Street Group Ltd. | 3,736 | $228,867.35 | $222,478.8 | -$6,388.55 | -2.79% |
Paul B. Ordonio Park Place Capital Corp. | 2,896 | $175,490.15 | $179,291.36 | $3,801.21 | 2.17% |
| SM Sarah Moore BOS Asset Management LLC | 112,437 | $4.99M | $6.7M | $1.7M | 34.16% |
Sheila J. Lindsay Bensler LLC | 7,101 | $296,007.93 | $422,864.55 | $126,856.62 | 42.86% |
| SJC Samuel J. Conte II Massachusetts Wealth Management | 76,678 | $3.53M | $4.57M | $1.03M | 29.26% |
Jeffrey Steele Silverlake Wealth Management LLC | 14,846 | $691,390.03 | $884,079.3 | $192,689.27 | 27.87% |
Kevin Kroskey True Wealth Design LLC | 300 | $18,378 | $17,865 | -$513 | -2.79% |
Jill Batley Gateway Wealth Partners LLC | 135,512 | $7.96M | $8.07M | $114,451.62 | 1.44% |
David Kronour Kapstone Financial Advisors LLC | 8,383 | $359,484.54 | $481,854.84 | $122,370.3 | 34.04% |
Vincent Incerto LaSalle St. Investment Advisors LLC | 17,407 | $765,140.6 | $1.05M | $282,412.66 | 36.91% |
Todd A. Sixt Strait & Sound Wealth Management LLC | 13,988 | $638,581.54 | $875,369.04 | $236,787.5 | 37.08% |
Jennifer Henry Continuum Wealth Advisors LLC | 161,345 | $9.81M | $9.61M | -$200,333.17 | -2.04% |
Leigha Shepard Midwest Financial Group LLC | 36,295 | $1.55M | $2.16M | $615,442.88 | 39.81% |
| PIA Panoramic Investment Advisors LLC Panoramic Investment Advisors LLC | 52,133 | $2.77M | $3.18M | $412,875.99 | 14.91% |
Nicholas Brown Granite Harbor Advisors Inc. | 41,296 | $1.81M | $2.46M | $648,787.15 | 35.84% |
Matthew T. Miler MilWealth Group LLC | 512 | $23,334.91 | $30,489.6 | $7,154.69 | 30.66% |
| PIL PFG Investments LLC PFG Investments LLC | 47,696 | $2.2M | $2.84M | $644,363.67 | 29.34% |
| JC Jared Calvert Buck Wealth Strategies LLC | 7,981 | $361,535.18 | $475,268.55 | $113,733.37 | 31.46% |
Andy Warning Resolute Wealth Strategies LLC | 6,018 | $268,818.04 | $367,278.54 | $98,460.5 | 36.63% |