| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Walter J. West Milestone Asset Management LLC | 54,848 | $2.35M | $2.71M | $361,909.79 | 15.43% |
Helen Semus Semus Wealth Partners LLC | 12,146 | $515,026.24 | $602,623.79 | $87,597.55 | 17.01% |
Curtis Packer B.O.S.S. Retirement Advisors LLC | 43,857 | $1.8M | $2.16M | $361,416.59 | 20.05% |
| BBW Beacon Bridge Wealth Partners LLC Beacon Bridge Wealth Partners LLC | 80,024 | $4.03M | $3.97M | -$65,619.8 | -1.63% |
Ryan J. Warner C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors | 25,882 | $1.13M | $1.27M | $142,709.83 | 12.68% |
Jeffrey Steele Silverlake Wealth Management LLC | 6,365 | $320,597 | $312,075.95 | -$8,521.05 | -2.66% |
Jill Batley Gateway Wealth Partners LLC | 90,297 | $3.71M | $4.4M | $695,270.65 | 18.75% |
Vincent Incerto LaSalle St. Investment Advisors LLC | 19,048 | $953,542.9 | $933,161.52 | -$20,381.38 | -2.14% |
Sean O'Reilly Ffg Retirement Advisors LLC | 41,381 | $2.08M | $2.02M | -$62,899.15 | -3.02% |
Courtney Gooding Bush Investment Group LLC | 33,944 | $1.39M | $1.65M | $260,859.28 | 18.72% |
| PIL PFG Investments LLC PFG Investments LLC | 10,018 | $439,816.07 | $495,740.73 | $55,924.66 | 12.72% |
Scott Boyce Decker Retirement Planning Inc. | 473 | $23,825 | $23,148.67 | -$676.33 | -2.84% |
| MN Mark Neitzel M1 Capital Management LLC | 74,695 | $3.76M | $3.7M | -$58,261.95 | -1.55% |
Gregory Bosch Strategies Wealth Advisors, LLC | 85,096 | $4.29M | $4.19M | -$95,757.48 | -2.23% |
Courtney Holt Compound Planning, Inc. | 22,345 | $949,735.73 | $1.1M | $153,436.92 | 16.16% |
Rajiv Shah KINGSWOOD WEALTH ADVISORS, LLC | 5,330 | $218,850.07 | $262,555.8 | $43,705.73 | 19.97% |
Thomas Dobbins New Republic Capital, LLC | 3,185 | $131,866.65 | $156,192.4 | $24,325.75 | 18.45% |
John Hayes LongView Wealth Management | 6,184 | $264,398.09 | $304,314.64 | $39,916.55 | 15.1% |
Christopher C. Powers Farther Finance Advisors, LLC | 306,365 | $14.37M | $15.12M | $750,617.66 | 5.22% |
Anthony Moeller MN Wealth Advisors, LLC | 10,003 | $419,290.41 | $494,598.33 | $75,307.92 | 17.96% |