| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Joyce A. Kruzan Kaydan Wealth Management Inc. | 4,005 | $228,205 | $248,109.75 | $19,904.75 | 8.72% |
Jesse Ellington Dover Advisors LLC | 6,259 | $255,241.9 | $395,318.44 | $140,076.54 | 54.88% |
Darren Tapley New England Capital Financial Advisors LLC | 428 | $14,188.49 | $26,514.6 | $12,326.11 | 86.87% |
Paul L. Moffat Arista Wealth Management LLC | 12,220 | $595,996.34 | $757,029 | $161,032.66 | 27.02% |
Helen Semus Semus Wealth Partners LLC | 10,559 | $370,998.43 | $666,906.44 | $295,908.01 | 79.76% |
Curtis Packer B.O.S.S. Retirement Advisors LLC | 5,311 | $273,995.22 | $329,016.45 | $55,021.23 | 20.08% |
Thomas J. Suttner McGlone Suttner Wealth Management Inc. | 31,740 | $1.19M | $1.97M | $778,146.52 | 65.49% |
| TFG Tilson Financial Group Inc. Tilson Financial Group Inc. | 11,658 | $337,463.31 | $722,213.1 | $384,749.79 | 114.01% |
Lydia Moore MRP Capital Investments LLC | 13,000 | $675,350 | $821,080 | $145,730 | 21.58% |
Neil Christ Oak Hill Wealth Advisors LLC | 6,182 | $272,663.81 | $382,974.9 | $110,311.09 | 40.46% |
Moises Valladares Insigneo Advisory Services LLC | 92,555 | $3.77M | $5.73M | $1.96M | 51.97% |
John Canning Mi LLCreek Capital Advisors LLC | 6,549 | $233,823.48 | $405,710.55 | $171,887.07 | 73.51% |
| NH Nathaniel Holden Core Wealth Partners LLC | 6,572 | $271,552.34 | $407,135.4 | $135,583.06 | 49.93% |
Scott Highmark Mosaic Family Wealth Partners LLC | 70,981 | $3.14M | $4.49M | $1.35M | 43.07% |
Scott Paschal Financial Partners Group LLC | 41,371 | $1.43M | $2.56M | $1.13M | 79.33% |
| KLM Kate L. Miller STAR Financial Bank | 3,619 | $206,211 | $228,576.04 | $22,365.04 | 10.85% |
Ashley Buboltz Moran Wealth Management LLC | 7,873 | $431,346.25 | $497,967.25 | $66,621 | 15.44% |
Steven Trigili Garden State Investment Advisory Services LLC | 8,344 | $255,378.11 | $516,910.8 | $261,532.69 | 102.41% |
Daniel McGlinn Grey Fox Wealth Advisors LLC | 3,992 | $227,442 | $247,304.4 | $19,862.4 | 8.73% |
Kun Gao Sherbrooke Park Advisers LLC | 13,344 | $600,236.63 | $826,660.8 | $226,424.17 | 37.72% |