| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Curtis Packer B.O.S.S. Retirement Advisors LLC | 5,311 | $273,995.22 | $272,932.29 | -$1,062.93 | -0.39% |
Thomas J. Suttner McGlone Suttner Wealth Management Inc. | 31,916 | $1.2M | $1.72M | $524,461.26 | 43.79% |
| TFG Tilson Financial Group Inc. Tilson Financial Group Inc. | 11,658 | $337,463.31 | $603,184.92 | $265,721.61 | 78.74% |
Lydia Moore MRP Capital Investments LLC | 13,000 | $675,350 | $701,480 | $26,130 | 3.87% |
Neil Christ Oak Hill Wealth Advisors LLC | 6,182 | $272,663.81 | $317,692.98 | $45,029.17 | 16.51% |
Moises Valladares Insigneo Advisory Services LLC | 477,043 | $25.68M | $24.44M | -$1.24M | -4.82% |
John Canning Mi LLCreek Capital Advisors LLC | 6,549 | $233,823.48 | $353,384.04 | $119,560.56 | 51.13% |
| NH Nathaniel Holden Core Wealth Partners LLC | 6,572 | $271,552.34 | $354,625.12 | $83,072.78 | 30.59% |
Scott Highmark Mosaic Family Wealth Partners LLC | 70,981 | $3.14M | $3.65M | $509,703.3 | 16.24% |
Scott Paschal Financial Partners Group LLC | 41,371 | $1.43M | $2.14M | $711,376.86 | 49.78% |
| KLM Kate L. Miller STAR Financial Bank | 3,619 | $206,211 | $187,066.11 | -$19,144.89 | -9.28% |
Ashley Buboltz Moran Wealth Management LLC | 7,873 | $431,346.25 | $404,593.47 | -$26,752.78 | -6.2% |
Steven Trigili Garden State Investment Advisory Services LLC | 8,362 | $256,403.65 | $429,723.18 | $173,319.53 | 67.6% |
Daniel McGlinn Grey Fox Wealth Advisors LLC | 3,992 | $227,442 | $215,408.32 | -$12,033.68 | -5.29% |
Kun Gao Sherbrooke Park Advisers LLC | 13,344 | $600,236.63 | $720,042.24 | $119,805.61 | 19.96% |
| LK Lenny Kisin Applied Capital LLC/FL | 4,960 | $220,789.05 | $256,680 | $35,890.95 | 16.26% |
Jeffrey Rosenthal Viawealth LLC | 47,224 | $1.61M | $2.55M | $936,377.69 | 58.09% |
Andrew Lewis Genesis Private Wealth LLC | 6,332 | $348,669.85 | $341,674.72 | -$6,995.13 | -2.01% |
Andrew T. Gardener Tanglewood Legacy Advisors LLC | 775 | $26,013.58 | $41,819 | $15,805.42 | 60.76% |
David Smith Linden Thomas Advisory Services LLC | 8,695 | $379,523.25 | $446,836.05 | $67,312.8 | 17.74% |