| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Jeffrey Hanson Breakwater Capital Group | 11,606 | $690,363.06 | $1.32M | $628,542.78 | 91.05% |
Kyle Kelley Family Capital Management Inc. | 2,511 | $294,897 | $275,833.35 | -$19,063.65 | -6.46% |
| AAL Avraham A. Levitan Glass Jacobson Investment Advisors LLC | 2,117 | $108,004.64 | $240,575.88 | $132,571.24 | 122.75% |
Salvatore Cocivera Cora Capital Advisors LLC | 5,466 | $315,791.02 | $593,006.34 | $277,215.32 | 87.78% |
Joyce A. Kruzan Kaydan Wealth Management Inc. | 4,765 | $300,898.65 | $523,435.25 | $222,536.6 | 73.96% |
Justin Halverson Great Waters Wealth Management | 3,864 | $230,304.67 | $419,050.8 | $188,746.13 | 81.95% |
Jesse Ellington Dover Advisors LLC | 4,245 | $217,819.09 | $460,115.55 | $242,296.46 | 111.24% |
| CWP Charles W. Petredis, CFA Petredis Investment Advisors LLC | 62,621 | $3.02M | $6.86M | $3.83M | 126.8% |
Darren Tapley New England Capital Financial Advisors LLC | 2,047 | $100,126.31 | $232,621.08 | $132,494.77 | 132.33% |
Paul L. Moffat Arista Wealth Management LLC | 25,684 | $1.78M | $2.96M | $1.18M | 66.05% |
Helen Semus Semus Wealth Partners LLC | 5,817 | $282,490.94 | $637,194.18 | $354,703.24 | 125.56% |
Curtis Packer B.O.S.S. Retirement Advisors LLC | 5,469 | $322,960.61 | $592,784.91 | $269,824.3 | 83.55% |
Thomas J. Suttner McGlone Suttner Wealth Management Inc. | 23,608 | $1.29M | $2.55M | $1.26M | 97.94% |
Lydia Moore MRP Capital Investments LLC | 400 | $34,244 | $43,236 | $8,992 | 26.26% |
Jesse Haller Compass Financial Group Inc./SD | 2,901 | $336,256.64 | $318,631.33 | -$17,625.31 | -5.24% |
Neil Christ Oak Hill Wealth Advisors LLC | 9,015 | $533,687.65 | $978,037.35 | $444,349.7 | 83.26% |
Moises Valladares Insigneo Advisory Services LLC | 54,636 | $5.01M | $5.95M | $942,730.49 | 18.83% |
John Canning Mi LLCreek Capital Advisors LLC | 16,196 | $779,012.08 | $1.86M | $1.08M | 139.24% |
| NH Nathaniel Holden Core Wealth Partners LLC | 12,532 | $632,398.47 | $1.36M | $727,198.21 | 114.99% |
David Stevens Stevens Capital Partners | 1,876 | $220,342 | $203,339.64 | -$17,002.36 | -7.72% |