| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Samuel Bridgers, III Redwood Wealth Management Group LLC | 2,347 | $209,810.24 | $225,757.93 | $15,947.69 | 7.6% |
Bepin Serraj Richard W. Paul & Associates LLC | 2,313 | $247,630.98 | $222,487.47 | -$25,143.51 | -10.15% |
Jeffrey Hanson Breakwater Capital Group | 7,293 | $726,132.94 | $701,513.67 | -$24,619.27 | -3.39% |
Kyle Kelley Family Capital Management Inc. | 2,764 | $325,449.94 | $265,869.16 | -$59,580.78 | -18.31% |
| AAL Avraham A. Levitan Glass Jacobson Investment Advisors LLC | 267 | $25,744.28 | $25,682.73 | -$61.55 | -0.24% |
Jesse Ellington Dover Advisors LLC | 18,739 | $1.93M | $1.97M | $31,060.26 | 1.61% |
| CWP Charles W. Petredis, CFA Petredis Investment Advisors LLC | 23,857 | $2.12M | $2.29M | $175,148.88 | 8.26% |
Darren Tapley New England Capital Financial Advisors LLC | 2,765 | $246,927.23 | $265,965.35 | $19,038.12 | 7.71% |
Walter J. West Milestone Asset Management LLC | 31,694 | $3.35M | $3.05M | -$298,497.24 | -8.92% |
Paul L. Moffat Arista Wealth Management LLC | 5,096 | $491,109 | $490,184.24 | -$924.76 | -0.19% |
Helen Semus Semus Wealth Partners LLC | 2,199 | $246,046.98 | $211,521.81 | -$34,525.17 | -14.03% |
Lydia Moore MRP Capital Investments LLC | 600 | $57,714 | $57,714 | - | - |
Neil Christ Oak Hill Wealth Advisors LLC | 2,757 | $306,949.12 | $265,195.83 | -$41,753.29 | -13.6% |
David Bach River Street Advisors LLC | 8,849 | $829,005.83 | $851,185.31 | $22,179.48 | 2.68% |
Moises Valladares Insigneo Advisory Services LLC | 29,990 | $2.87M | $2.88M | $13,024.13 | 0.45% |
John Canning Mi LLCreek Capital Advisors LLC | 19,564 | $1.7M | $1.88M | $180,401.03 | 10.6% |
Michael Radoff LGT Financial Advisors LLC | 108 | $13,393.33 | $10,388.52 | -$3,004.81 | -22.44% |
| TAL TFB Advisors LLC TFB Advisors LLC | 2,662 | $304,291.7 | $278,658.16 | -$25,633.54 | -8.42% |
Scott Highmark Mosaic Family Wealth Partners LLC | 27,834 | $2.67M | $2.83M | $165,716.58 | 6.21% |
| DCB David C. Bensch Evergreen Wealth Management LLC | 35,120 | $4.32M | $3.38M | -$946,261.37 | -21.88% |