| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Jeffrey Hanson Breakwater Capital Group | 2,170 | $617,235.33 | $943,233.9 | $325,998.57 | 52.82% |
| AAL Avraham A. Levitan Glass Jacobson Investment Advisors LLC | 240 | $61,002.95 | $104,274 | $43,271.05 | 70.93% |
Salvatore Cocivera Cora Capital Advisors LLC | 995 | $264,323.61 | $434,426.95 | $170,103.34 | 64.35% |
Joyce A. Kruzan Kaydan Wealth Management Inc. | 1,599 | $468,719.14 | $694,013.97 | $225,294.83 | 48.07% |
Justin Halverson Great Waters Wealth Management | 909 | $245,166.65 | $397,932.93 | $152,766.28 | 62.31% |
| CWP Charles W. Petredis, CFA Petredis Investment Advisors LLC | 1,040 | $274,291.49 | $454,220 | $179,928.51 | 65.6% |
Walter J. West Milestone Asset Management LLC | 3,059 | $1.11M | $1.33M | $219,855.03 | 19.85% |
Helen Semus Semus Wealth Partners LLC | 1,466 | $390,854.55 | $641,015.83 | $250,161.28 | 64% |
Thomas J. Suttner McGlone Suttner Wealth Management Inc. | 515 | $216,894 | $225,734.8 | $8,840.8 | 4.08% |
Lydia Moore MRP Capital Investments LLC | 650 | $181,487 | $283,751 | $102,264 | 56.35% |
Neil Christ Oak Hill Wealth Advisors LLC | 2,450 | $639,221.6 | $1.07M | $429,615.4 | 67.21% |
| AEI Amy Elizabeth Ipsen Ipsen Advisor Group LLC | 2,057 | $543,809.9 | $903,510.51 | $359,700.61 | 66.14% |
Moises Valladares Insigneo Advisory Services LLC | 14,538 | $4.98M | $6.28M | $1.3M | 26.12% |
John Canning Mi LLCreek Capital Advisors LLC | 4,238 | $1.15M | $1.84M | $690,694.35 | 59.88% |
| NH Nathaniel Holden Core Wealth Partners LLC | 562 | $203,339 | $245,987.4 | $42,648.4 | 20.97% |
| TAL TFB Advisors LLC TFB Advisors LLC | 2,335 | $669,647.96 | $1.02M | $352,381.54 | 52.62% |
Scott Highmark Mosaic Family Wealth Partners LLC | 2,977 | $934,359.25 | $1.29M | $359,504.49 | 38.48% |
| DCB David C. Bensch Evergreen Wealth Management LLC | 4,964 | $1.5M | $2.19M | $681,907.63 | 45.35% |
Robert B. LaRue Owen LaRue LLC | 2,994 | $777,349.23 | $1.31M | $529,651.53 | 68.14% |
Jeffrey Rosenthal Viawealth LLC | 6,582 | $1.77M | $2.87M | $1.1M | 62.18% |