| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Bepin Serraj Richard W. Paul & Associates LLC | 950 | $803,968.33 | $1.65M | $850,090.91 | 105.74% |
Jeffrey Hanson Breakwater Capital Group | 476 | $339,976.26 | $775,404 | $435,427.74 | 128.08% |
Kyle Kelley Family Capital Management Inc. | 908 | $675,041.24 | $1.48M | $804,090.76 | 119.12% |
Salvatore Cocivera Cora Capital Advisors LLC | 106 | $210,881 | $172,674 | -$38,207 | -18.12% |
Jesse Ellington Dover Advisors LLC | 1,913 | $1.4M | $3.33M | $1.93M | 137.78% |
Walter J. West Milestone Asset Management LLC | 220 | $212,979.91 | $358,380 | $145,400.09 | 68.27% |
Helen Semus Semus Wealth Partners LLC | 544 | $703,839.26 | $947,166.55 | $243,327.29 | 34.57% |
Curtis Packer B.O.S.S. Retirement Advisors LLC | 249 | $172,578.83 | $405,621 | $233,042.17 | 135.04% |
Lydia Moore MRP Capital Investments LLC | 82 | $163,135 | $142,771.43 | -$20,363.57 | -12.48% |
Moises Valladares Insigneo Advisory Services LLC | 18,107 | $32.7M | $33.39M | $695,317.19 | 2.13% |
| TAL TFB Advisors LLC TFB Advisors LLC | 465 | $496,590.02 | $780,372.29 | $283,782.27 | 57.15% |
Scott Highmark Mosaic Family Wealth Partners LLC | 1,442 | $2.57M | $2.42M | -$145,276.74 | -5.66% |
Brendan G. Moody Watershed Private Wealth LLC | 200 | $213,972 | $325,800 | $111,828 | 52.26% |
| DCB David C. Bensch Evergreen Wealth Management LLC | 115 | $229,372 | $187,335 | -$42,037 | -18.33% |
Ashley Buboltz Moran Wealth Management LLC | 4,844 | $3.81M | $8.13M | $4.31M | 113.11% |
Steven Trigili Garden State Investment Advisory Services LLC | 641 | $965,167.54 | $1.15M | $188,235.04 | 19.5% |
Daniel McGlinn Grey Fox Wealth Advisors LLC | 217 | $431,708 | $353,493 | -$78,215 | -18.12% |
Jeffrey Rosenthal Viawealth LLC | 461 | $321,713.06 | $829,514.18 | $507,801.12 | 157.84% |
Andrew Lewis Genesis Private Wealth LLC | 500 | $417,610.84 | $814,500 | $396,889.16 | 95.04% |
Kevin King LEGACY FINANCIAL GROUP Inc. | 110 | $218,838 | $179,190 | -$39,648 | -18.12% |