| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| AAL Avraham A. Levitan Glass Jacobson Investment Advisors LLC | 240 | $61,002.95 | $92,438.4 | $31,435.45 | 51.53% |
Salvatore Cocivera Cora Capital Advisors LLC | 995 | $264,323.61 | $383,234.2 | $118,910.59 | 44.99% |
Joyce A. Kruzan Kaydan Wealth Management Inc. | 1,616 | $473,288.07 | $622,418.56 | $149,130.49 | 31.51% |
Justin Halverson Great Waters Wealth Management | 909 | $245,166.65 | $350,110.44 | $104,943.79 | 42.81% |
| CWP Charles W. Petredis, CFA Petredis Investment Advisors LLC | 1,040 | $274,291.49 | $400,566.4 | $126,274.91 | 46.04% |
Walter J. West Milestone Asset Management LLC | 17,878 | $6.27M | $6.89M | $620,586.89 | 9.91% |
Helen Semus Semus Wealth Partners LLC | 1,466 | $390,854.55 | $602,496.69 | $211,642.14 | 54.15% |
Lydia Moore MRP Capital Investments LLC | 650 | $181,487 | $267,137.01 | $85,650.01 | 47.19% |
Neil Christ Oak Hill Wealth Advisors LLC | 2,450 | $639,221.6 | $943,642 | $304,420.4 | 47.62% |
| AEI Amy Elizabeth Ipsen Ipsen Advisor Group LLC | 2,057 | $543,809.9 | $792,274.12 | $248,464.22 | 45.69% |
Moises Valladares Insigneo Advisory Services LLC | 14,538 | $4.98M | $6.04M | $1.05M | 21.15% |
John Canning Mi LLCreek Capital Advisors LLC | 4,238 | $1.15M | $1.63M | $478,921.49 | 41.52% |
| NH Nathaniel Holden Core Wealth Partners LLC | 562 | $203,339 | $216,459.92 | $13,120.92 | 6.45% |
| TAL TFB Advisors LLC TFB Advisors LLC | 2,335 | $669,647.96 | $910,696.67 | $241,048.71 | 36% |
Scott Highmark Mosaic Family Wealth Partners LLC | 2,977 | $934,359.25 | $1.16M | $226,730.26 | 24.27% |
| DCB David C. Bensch Evergreen Wealth Management LLC | 4,964 | $1.5M | $1.91M | $408,143.03 | 27.14% |
Robert B. LaRue Owen LaRue LLC | 2,994 | $777,349.23 | $1.15M | $375,819.81 | 48.35% |
Jeffrey Rosenthal Viawealth LLC | 6,582 | $1.77M | $2.75M | $978,665.98 | 55.37% |
Andrew Lewis Genesis Private Wealth LLC | 1,042 | $325,285.02 | $401,336.72 | $76,051.7 | 23.38% |
| CWM Compass Wealth Management LLC Compass Wealth Management LLC | 775 | $280,643 | $318,509.51 | $37,866.51 | 13.49% |