| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Andy Peters Goldstein Advisors LLC | 871 | $819,969.64 | $640,742.45 | -$179,227.19 | -21.86% |
Robin Sherwood HTG Investment Advisors Inc. | 300 | $212,816 | $218,640 | $5,824 | 2.74% |
| AWL Atlas Wealth LLC Atlas Wealth LLC | 258 | $182,782.68 | $193,236.83 | $10,454.15 | 5.72% |
Bepin Serraj Richard W. Paul & Associates LLC | 6 | $1,774.33 | $4,493.88 | $2,719.55 | 153.27% |
| TAB Thomas A. Burke Syntegra Private Wealth Group LLC | 971 | $377,573.81 | $727,259.56 | $349,685.75 | 92.61% |
Jeffrey Hanson Breakwater Capital Group | 2,038 | $634,942.5 | $1.53M | $891,478.7 | 140.4% |
Kyle Kelley Family Capital Management Inc. | 1,105 | $494,629.93 | $812,793.8 | $318,163.87 | 64.32% |
| AAL Avraham A. Levitan Glass Jacobson Investment Advisors LLC | 351 | $84,085.41 | $262,891.97 | $178,806.56 | 212.65% |
Joyce A. Kruzan Kaydan Wealth Management Inc. | 1,650 | $347,128.45 | $1.21M | $866,545.55 | 249.63% |
Justin Halverson Great Waters Wealth Management | 511 | $245,609.68 | $382,728.78 | $137,119.1 | 55.83% |
Jesse Ellington Dover Advisors LLC | 1,005 | $506,105.19 | $752,724.9 | $246,619.71 | 48.73% |
| CWP Charles W. Petredis, CFA Petredis Investment Advisors LLC | 7,719 | $2.55M | $5.71M | $3.16M | 123.73% |
Darren Tapley New England Capital Financial Advisors LLC | 189 | $46,684.29 | $141,557.22 | $94,872.93 | 203.22% |
Walter J. West Milestone Asset Management LLC | 332 | $235,212.8 | $244,232.48 | $9,019.68 | 3.83% |
Paul L. Moffat Arista Wealth Management LLC | 575 | $310,380.23 | $430,663.49 | $120,283.26 | 38.75% |
Helen Semus Semus Wealth Partners LLC | 457 | $244,128.83 | $337,951.5 | $93,822.67 | 38.43% |
Curtis Packer B.O.S.S. Retirement Advisors LLC | 1,051 | $414,724.85 | $787,177.98 | $372,453.13 | 89.81% |
Thomas J. Suttner McGlone Suttner Wealth Management Inc. | 3,489 | $1.13M | $2.61M | $1.48M | 131.2% |
Lydia Moore MRP Capital Investments LLC | 770 | $282,121 | $576,714.58 | $294,593.58 | 104.42% |
Jesse Haller Compass Financial Group Inc./SD | 816 | $195,529.65 | $600,168 | $404,638.35 | 206.94% |