| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Jeffrey Hanson Breakwater Capital Group | 7,293 | $726,132.94 | $774,297.81 | $48,164.87 | 6.63% |
Kyle Kelley Family Capital Management Inc. | 2,764 | $325,449.94 | $286,765 | -$38,684.94 | -11.89% |
| AAL Avraham A. Levitan Glass Jacobson Investment Advisors LLC | 267 | $25,744.28 | $28,334.04 | $2,589.76 | 10.06% |
Jesse Ellington Dover Advisors LLC | 18,739 | $1.93M | $1.99M | $55,233.57 | 2.86% |
| CWP Charles W. Petredis, CFA Petredis Investment Advisors LLC | 23,857 | $2.12M | $2.48M | $355,507.8 | 16.77% |
Darren Tapley New England Capital Financial Advisors LLC | 2,765 | $246,927.23 | $293,560.05 | $46,632.82 | 18.89% |
Walter J. West Milestone Asset Management LLC | 31,694 | $3.35M | $3.29M | -$58,890.6 | -1.76% |
Paul L. Moffat Arista Wealth Management LLC | 5,096 | $491,109 | $541,118.76 | $50,009.76 | 10.18% |
Helen Semus Semus Wealth Partners LLC | 2,292 | $254,999.81 | $235,766.58 | -$19,233.23 | -7.54% |
Lydia Moore MRP Capital Investments LLC | 600 | $57,714 | $62,250 | $4,536 | 7.86% |
Neil Christ Oak Hill Wealth Advisors LLC | 2,757 | $306,949.12 | $283,598.8 | -$23,350.32 | -7.61% |
David Bach River Street Advisors LLC | 8,849 | $829,005.83 | $918,083.75 | $89,077.92 | 10.75% |
Moises Valladares Insigneo Advisory Services LLC | 229,592 | $22.08M | $24.36M | $2.28M | 10.33% |
John Canning Mi LLCreek Capital Advisors LLC | 19,564 | $1.7M | $2.03M | $328,304.87 | 19.3% |
Michael Radoff LGT Financial Advisors LLC | 108 | $13,393.33 | $11,109.42 | -$2,283.91 | -17.05% |
| TAL TFB Advisors LLC TFB Advisors LLC | 2,662 | $304,291.7 | $275,583.55 | -$28,708.15 | -9.43% |
Scott Highmark Mosaic Family Wealth Partners LLC | 27,834 | $2.67M | $2.96M | $288,464.52 | 10.82% |
| DCB David C. Bensch Evergreen Wealth Management LLC | 35,120 | $4.32M | $3.61M | -$711,835.37 | -16.46% |
Steven Trigili Garden State Investment Advisory Services LLC | 8,858 | $790,779.98 | $918,663.18 | $127,883.2 | 16.17% |
Jeffrey Rosenthal Viawealth LLC | 2,331 | $216,106.67 | $241,748.01 | $25,641.34 | 11.87% |