| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Ashley Goggins Hidden Cove Wealth Management LLC | 1,013 | $371,834.74 | $420,597.61 | $48,762.87 | 13.11% |
Andy Peters Goldstein Advisors LLC | 1,307 | $502,832.93 | $542,666.41 | $39,833.48 | 7.92% |
Samuel Bridgers, III Redwood Wealth Management Group LLC | 1,936 | $404,211.5 | $803,827.22 | $399,615.72 | 98.86% |
Jeffrey Hanson Breakwater Capital Group | 3,900 | $937,238.83 | $1.62M | $682,041.21 | 72.77% |
| AAL Avraham A. Levitan Glass Jacobson Investment Advisors LLC | 646 | $230,616.03 | $268,219.21 | $37,603.18 | 16.31% |
Salvatore Cocivera Cora Capital Advisors LLC | 719 | $264,531.86 | $298,528.81 | $33,996.95 | 12.85% |
Joyce A. Kruzan Kaydan Wealth Management Inc. | 711 | $254,302.96 | $295,207.21 | $40,904.25 | 16.08% |
Jesse Ellington Dover Advisors LLC | 13,020 | $2.87M | $5.84M | $2.97M | 103.54% |
Darren Tapley New England Capital Financial Advisors LLC | 167 | $53,192 | $69,338.4 | $16,146.4 | 30.35% |
Curtis Packer B.O.S.S. Retirement Advisors LLC | 555 | $198,506.84 | $230,436.01 | $31,929.17 | 16.08% |
Neil Christ Oak Hill Wealth Advisors LLC | 1,315 | $437,044.75 | $545,988.01 | $108,943.26 | 24.93% |
David Bach River Street Advisors LLC | 5,803 | $1.24M | $2.41M | $1.17M | 94% |
Moises Valladares Insigneo Advisory Services LLC | 4,635 | $1.59M | $2.09M | $500,951.8 | 31.47% |
| NH Nathaniel Holden Core Wealth Partners LLC | 1,200 | $376,260 | $498,240.01 | $121,980.01 | 32.42% |
Michael Radoff LGT Financial Advisors LLC | 35 | $12,495 | $14,532 | $2,037 | 16.3% |
Scott Highmark Mosaic Family Wealth Partners LLC | 3,140 | $1.34M | $1.4M | $58,614.77 | 4.38% |
Brendan G. Moody Watershed Private Wealth LLC | 648 | $206,490.34 | $269,049.61 | $62,559.27 | 30.3% |
Ashley Buboltz Moran Wealth Management LLC | 52,751 | $11.04M | $23.46M | $12.42M | 112.45% |
Steven Trigili Garden State Investment Advisory Services LLC | 748 | $270,223.35 | $343,548.92 | $73,325.57 | 27.14% |
Daniel McGlinn Grey Fox Wealth Advisors LLC | 948 | $403,962 | $393,609.61 | -$10,352.39 | -2.56% |