| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Crystal McKeon TSA Wealth Managment LLC | 1,311 | $222,713 | $243,256.05 | $20,543.05 | 9.22% |
| RWA Rooted Wealth Advisors Inc. Rooted Wealth Advisors Inc. | 4,553 | $400,872.03 | $889,747.26 | $488,875.23 | 121.95% |
Dean Pelos Commonwealth Retirement Investments LLC | 20 | $3,398 | $3,908.4 | $510.4 | 15.02% |
Assaf Pinchas Allegiance Financial Group Advisory Services LLC | 2,771 | $380,705.32 | $541,508.82 | $160,803.5 | 42.24% |
Jeffrey Hanson Breakwater Capital Group | 5,046 | $450,015.35 | $986,089.32 | $536,073.97 | 119.12% |
| CWP Charles W. Petredis, CFA Petredis Investment Advisors LLC | 1,734 | $252,661.32 | $321,275.52 | $68,614.2 | 27.16% |
Walter J. West Milestone Asset Management LLC | 19,705 | $2.33M | $3.85M | $1.52M | 65.12% |
Paul L. Moffat Arista Wealth Management LLC | 3,079 | $378,039.56 | $601,698.18 | $223,658.62 | 59.16% |
Thomas J. Suttner McGlone Suttner Wealth Management Inc. | 1,144 | $232,933 | $223,560.48 | -$9,372.52 | -4.02% |
David Bach River Street Advisors LLC | 5,990 | $630,678.13 | $1.17M | $539,887.67 | 85.6% |
Moises Valladares Insigneo Advisory Services LLC | 26,276 | $3.99M | $4.81M | $820,412.51 | 20.56% |
Michael Radoff LGT Financial Advisors LLC | 118 | $12,073 | $23,059.56 | $10,986.56 | 91% |
Scott Highmark Mosaic Family Wealth Partners LLC | 8,549 | $1.45M | $1.67M | $218,433.58 | 15.04% |
Brendan G. Moody Watershed Private Wealth LLC | 4,335 | $493,120.48 | $804,359.25 | $311,238.77 | 63.12% |
Ashley Buboltz Moran Wealth Management LLC | 172,638 | $13.38M | $33.74M | $20.35M | 152.1% |
Kun Gao Sherbrooke Park Advisers LLC | 1,611 | $124,820.24 | $314,821.62 | $190,001.38 | 152.22% |
Jeffrey Rosenthal Viawealth LLC | 12,633 | $1.37M | $2.47M | $1.1M | 80.45% |
Andrew Lewis Genesis Private Wealth LLC | 2,331 | $327,227.45 | $455,524.02 | $128,296.57 | 39.21% |
David Smith Linden Thomas Advisory Services LLC | 108,394 | $12.25M | $21.18M | $8.93M | 72.93% |
Philip Rc Dudley Dudley Capital Management LLC | 4,087 | $454,180.22 | $798,681.54 | $344,501.32 | 75.85% |