| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Joyce A. Kruzan Kaydan Wealth Management Inc. | 5,222 | $329,858.54 | $605,699.78 | $275,841.24 | 83.62% |
Justin Halverson Great Waters Wealth Management | 3,865 | $230,363.87 | $448,301.35 | $217,937.48 | 94.61% |
Jesse Ellington Dover Advisors LLC | 4,245 | $217,819.09 | $515,427.9 | $297,608.81 | 136.63% |
| CWP Charles W. Petredis, CFA Petredis Investment Advisors LLC | 62,621 | $3.02M | $7.26M | $4.24M | 140.19% |
Darren Tapley New England Capital Financial Advisors LLC | 2,047 | $100,126.31 | $237,431.53 | $137,305.22 | 137.13% |
Walter J. West Milestone Asset Management LLC | 24,690 | $1.92M | $2.86M | $945,660.83 | 49.3% |
Paul L. Moffat Arista Wealth Management LLC | 25,684 | $1.78M | $2.98M | $1.2M | 67.38% |
Helen Semus Semus Wealth Partners LLC | 5,817 | $282,490.94 | $706,300.14 | $423,809.2 | 150.03% |
Curtis Packer B.O.S.S. Retirement Advisors LLC | 5,469 | $322,960.61 | $634,349.31 | $311,388.7 | 96.42% |
Thomas J. Suttner McGlone Suttner Wealth Management Inc. | 23,525 | $1.28M | $2.73M | $1.45M | 113.43% |
Lydia Moore MRP Capital Investments LLC | 400 | $34,244 | $48,568 | $14,324 | 41.83% |
Jesse Haller Compass Financial Group Inc./SD | 2,440 | $286,632 | $296,460 | $9,828 | 3.43% |
Neil Christ Oak Hill Wealth Advisors LLC | 9,015 | $533,687.65 | $1.05M | $511,962.2 | 95.93% |
Moises Valladares Insigneo Advisory Services LLC | 21,594 | $1.12M | $2.5M | $1.38M | 122.71% |
John Canning Mi LLCreek Capital Advisors LLC | 16,196 | $779,012.08 | $1.88M | $1.1M | 141.15% |
| NH Nathaniel Holden Core Wealth Partners LLC | 12,532 | $632,398.47 | $1.45M | $821,188.21 | 129.85% |
David Stevens Stevens Capital Partners | 1,876 | $220,342 | $227,783.92 | $7,441.92 | 3.38% |
Michael Radoff LGT Financial Advisors LLC | 57 | $3,955 | $6,611.43 | $2,656.43 | 67.17% |
Scott Highmark Mosaic Family Wealth Partners LLC | 34,724 | $3.07M | $4.22M | $1.15M | 37.4% |
| KLM Kate L. Miller STAR Financial Bank | 6,796 | $380,832.59 | $825,170.32 | $444,337.73 | 116.68% |