| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Joyce A. Kruzan Kaydan Wealth Management Inc. | 1,177 | $234,610.35 | $295,356.38 | $60,746.03 | 25.89% |
Justin Halverson Great Waters Wealth Management | 1,443 | $268,668.88 | $362,106.42 | $93,437.54 | 34.78% |
Jesse Ellington Dover Advisors LLC | 6,944 | $1.18M | $1.71M | $523,792.61 | 44.25% |
| CWP Charles W. Petredis, CFA Petredis Investment Advisors LLC | 21,382 | $3.49M | $5.37M | $1.88M | 53.9% |
Darren Tapley New England Capital Financial Advisors LLC | 363 | $64,505.28 | $91,067.62 | $26,562.34 | 41.18% |
Kelly Christopher Significant Wealth Partners LLC | 8,485 | $1.7M | $2.13M | $425,996.62 | 25.01% |
Walter J. West Milestone Asset Management LLC | 6,977 | $1.59M | $1.75M | $159,426.3 | 10.02% |
Paul L. Moffat Arista Wealth Management LLC | 11,815 | $2.22M | $2.96M | $748,192.12 | 33.75% |
Helen Semus Semus Wealth Partners LLC | 2,408 | $397,930.9 | $592,103.12 | $194,172.22 | 48.8% |
Curtis Packer B.O.S.S. Retirement Advisors LLC | 1,427 | $284,135.75 | $358,091.38 | $73,955.63 | 26.03% |
Thomas J. Suttner McGlone Suttner Wealth Management Inc. | 12,160 | $2.13M | $3.05M | $921,847.58 | 43.29% |
Lydia Moore MRP Capital Investments LLC | 512 | $101,109.98 | $125,895.68 | $24,785.7 | 24.51% |
Jesse Haller Compass Financial Group Inc./SD | 1,429 | $324,879.37 | $348,390.2 | $23,510.83 | 7.24% |
Neil Christ Oak Hill Wealth Advisors LLC | 17,395 | $3.09M | $4.37M | $1.27M | 41.22% |
David Bach River Street Advisors LLC | 13,777 | $2.45M | $3.46M | $1M | 40.84% |
Moises Valladares Insigneo Advisory Services LLC | 115,953 | $27.7M | $28.93M | $1.22M | 4.42% |
John Canning Mi LLCreek Capital Advisors LLC | 1,821 | $310,570.93 | $456,961.74 | $146,390.81 | 47.14% |
| NH Nathaniel Holden Core Wealth Partners LLC | 6,948 | $1.27M | $1.74M | $470,295.32 | 36.94% |
David Stevens Stevens Capital Partners | 1,024 | $257,670 | $251,791.36 | -$5,878.64 | -2.28% |
Michael Radoff LGT Financial Advisors LLC | 2,022 | $361,852.2 | $507,400.68 | $145,548.48 | 40.22% |