| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Curtis Packer B.O.S.S. Retirement Advisors LLC | 13,953 | $13.37M | $13.21M | -$159,923.55 | -1.2% |
Thomas J. Suttner McGlone Suttner Wealth Management Inc. | 612 | $391,236.51 | $579,533.4 | $188,296.89 | 48.13% |
Lydia Moore MRP Capital Investments LLC | 500 | $431,170 | $473,475 | $42,305 | 9.81% |
Neil Christ Oak Hill Wealth Advisors LLC | 972 | $890,826.96 | $920,435.4 | $29,608.44 | 3.32% |
David Bach River Street Advisors LLC | 1,534 | $859,175.39 | $1.45M | $593,445.91 | 69.07% |
| AEI Amy Elizabeth Ipsen Ipsen Advisor Group LLC | 411 | $406,671.49 | $389,196.45 | -$17,475.04 | -4.3% |
Moises Valladares Insigneo Advisory Services LLC | 10,975 | $8.52M | $10.4M | $1.88M | 22.1% |
John Canning Mi LLCreek Capital Advisors LLC | 1,640 | $1.1M | $1.55M | $455,597.39 | 41.49% |
| NH Nathaniel Holden Core Wealth Partners LLC | 3,628 | $2.43M | $3.44M | $1.01M | 41.59% |
David Stevens Stevens Capital Partners | 415 | $374,715.19 | $392,984.25 | $18,269.06 | 4.88% |
| TAL TFB Advisors LLC TFB Advisors LLC | 554 | $438,256.18 | $524,765.42 | $86,509.24 | 19.74% |
Dana Anspach Sensible Money LLC | 279 | $161,473.41 | $264,199.05 | $102,725.64 | 63.62% |
Scott Highmark Mosaic Family Wealth Partners LLC | 1,705 | $1.01M | $1.62M | $606,002.69 | 60.04% |
Scott Paschal Financial Partners Group LLC | 1,406 | $1.06M | $1.33M | $273,440.9 | 25.84% |
| EFM Eley Financial Management Inc. Eley Financial Management Inc. | 5,062 | $2.41M | $4.79M | $2.38M | 98.82% |
Brendan G. Moody Watershed Private Wealth LLC | 1,265 | $1.09M | $1.2M | $107,312.61 | 9.83% |
Jarrod Musick Destiny Capital Corp./ Co. | 1,207 | $602,461.46 | $1.14M | $541,050.34 | 89.81% |
Robert B. LaRue Owen LaRue LLC | 394 | $377,102.29 | $373,275.6 | -$3,826.69 | -1.01% |
| KLM Kate L. Miller STAR Financial Bank | 312 | $291,867 | $295,588.8 | $3,721.8 | 1.28% |
Ashley Buboltz Moran Wealth Management LLC | 15,595 | $10.09M | $14.78M | $4.69M | 46.46% |