| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Robin Sherwood HTG Investment Advisors Inc. | 4,811 | $861,812.96 | $906,873.5 | $45,060.54 | 5.23% |
Assaf Pinchas Allegiance Financial Group Advisory Services LLC | 3,063 | $520,122.25 | $602,890.29 | $82,768.04 | 15.91% |
Bepin Serraj Richard W. Paul & Associates LLC | 131 | $21,420.98 | $24,438.05 | $3,017.07 | 14.08% |
| TAB Thomas A. Burke Syntegra Private Wealth Group LLC | 2,427 | $393,301.59 | $477,706.41 | $84,404.82 | 21.46% |
Jeffrey Hanson Breakwater Capital Group | 5,465 | $868,499.92 | $1.08M | $207,176.03 | 23.85% |
| AAL Avraham A. Levitan Glass Jacobson Investment Advisors LLC | 375 | $64,398.17 | $73,811.25 | $9,413.08 | 14.62% |
Justin Halverson Great Waters Wealth Management | 1,236 | $255,456.48 | $243,281.88 | -$12,174.6 | -4.77% |
Jesse Ellington Dover Advisors LLC | 14,202 | $2.38M | $2.65M | $273,775.48 | 11.52% |
| CWP Charles W. Petredis, CFA Petredis Investment Advisors LLC | 35,358 | $6.3M | $6.96M | $661,907.85 | 10.51% |
Darren Tapley New England Capital Financial Advisors LLC | 2,829 | $501,179.83 | $556,832.07 | $55,652.24 | 11.1% |
Walter J. West Milestone Asset Management LLC | 6,337 | $936,739.3 | $1.25M | $310,572.41 | 33.15% |
Paul L. Moffat Arista Wealth Management LLC | 9,775 | $1.43M | $1.92M | $493,137.32 | 34.46% |
Curtis Packer B.O.S.S. Retirement Advisors LLC | 2,291 | $364,706.49 | $450,937.53 | $86,231.04 | 23.64% |
Thomas J. Suttner McGlone Suttner Wealth Management Inc. | 3,799 | $617,335.61 | $747,757.17 | $130,421.56 | 21.13% |
Lydia Moore MRP Capital Investments LLC | 264 | $38,879.29 | $49,249.2 | $10,369.91 | 26.67% |
Jesse Haller Compass Financial Group Inc./SD | 2,316 | $411,428.59 | $440,966.38 | $29,537.79 | 7.18% |
Neil Christ Oak Hill Wealth Advisors LLC | 12,755 | $1.85M | $2.51M | $663,538.85 | 35.92% |
David Bach River Street Advisors LLC | 18,070 | $3.23M | $3.56M | $330,974.44 | 10.26% |
Moises Valladares Insigneo Advisory Services LLC | 22,193 | $3.52M | $4.44M | $915,746.43 | 25.99% |
John Canning Mi LLCreek Capital Advisors LLC | 2,638 | $404,302.4 | $519,237.54 | $114,935.14 | 28.43% |