| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Timothy J. Videnka Forza Wealth Management LLC | 1,582 | $369,353.24 | $377,686.68 | $8,333.44 | 2.26% |
Kevin Gray Lodestar Private Asset Management LLC | 3,173 | $1.03M | $759,187.84 | -$268,564.01 | -26.13% |
Amy Ardeel Icon Wealth Advisors LLC | 2,181 | $503,258.28 | $524,377.83 | $21,119.55 | 4.2% |
John J. Edwards Breed's Hi LLCapital LLC | 1,533 | $450,075.8 | $377,232.97 | -$72,842.83 | -16.18% |
Joshua A. Kennon Kennon-Green & Company LLC | 24,147 | $5.54M | $5.81M | $269,963.25 | 4.87% |
Hui Fai Tam Caitong International Asset Management Co. Ltd. | 140 | $22,052.37 | $34,543.6 | $12,491.23 | 56.64% |
Dean Pelos Commonwealth Retirement Investments LLC | 120 | $18,762 | $28,851.6 | $10,089.6 | 53.78% |
Andy Peters Goldstein Advisors LLC | 1,158 | $265,842 | $273,230.1 | $7,388.1 | 2.78% |
Bepin Serraj Richard W. Paul & Associates LLC | 7,018 | $1.1M | $1.68M | $584,029.98 | 53.11% |
Jeffrey Hanson Breakwater Capital Group | 3,550 | $817,159 | $853,633.04 | $36,474.04 | 4.46% |
| AAL Avraham A. Levitan Glass Jacobson Investment Advisors LLC | 141 | $37,026.67 | $33,848.46 | -$3,178.21 | -8.58% |
Jesse Ellington Dover Advisors LLC | 6,716 | $1.81M | $1.61M | -$195,764.27 | -10.84% |
| CWP Charles W. Petredis, CFA Petredis Investment Advisors LLC | 19,621 | $2.7M | $4.83M | $2.14M | 79.3% |
Darren Tapley New England Capital Financial Advisors LLC | 12 | $1,591.08 | $2,875.98 | $1,284.9 | 80.76% |
Walter J. West Milestone Asset Management LLC | 13,197 | $2.83M | $3.26M | $421,337.59 | 14.86% |
Paul L. Moffat Arista Wealth Management LLC | 4,096 | $1.12M | $983,674.88 | -$132,620.81 | -11.88% |
Helen Semus Semus Wealth Partners LLC | 3,355 | $602,082.88 | $827,410.1 | $225,327.22 | 37.42% |
Thomas J. Suttner McGlone Suttner Wealth Management Inc. | 2,695 | $546,098.39 | $641,814.25 | $95,715.86 | 17.53% |
Lydia Moore MRP Capital Investments LLC | 227 | $60,134.64 | $54,246.19 | -$5,888.45 | -9.79% |
Neil Christ Oak Hill Wealth Advisors LLC | 862 | $288,235.06 | $208,526.42 | -$79,708.64 | -27.65% |