| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Darren Tapley New England Capital Financial Advisors LLC | 1,237 | $208,377.48 | $392,364.03 | $183,986.55 | 88.29% |
Kelly Christopher Significant Wealth Partners LLC | 2,403 | $740,213.81 | $762,327.72 | $22,113.91 | 2.99% |
Walter J. West Milestone Asset Management LLC | 2,675 | $689,203.74 | $848,617 | $159,413.26 | 23.13% |
Paul L. Moffat Arista Wealth Management LLC | 689 | $257,540 | $218,578.36 | -$38,961.64 | -15.13% |
Helen Semus Semus Wealth Partners LLC | 1,218 | $317,857.77 | $386,398.32 | $68,540.55 | 21.56% |
Thomas J. Suttner McGlone Suttner Wealth Management Inc. | 1,286 | $270,043.26 | $407,842.04 | $137,798.78 | 51.03% |
Lydia Moore MRP Capital Investments LLC | 125 | $23,573 | $39,655 | $16,082 | 68.22% |
Neil Christ Oak Hill Wealth Advisors LLC | 2,200 | $413,089.45 | $697,928 | $284,838.55 | 68.95% |
Moises Valladares Insigneo Advisory Services LLC | 5,163 | $1.28M | $1.64M | $352,232.93 | 27.41% |
John Canning Mi LLCreek Capital Advisors LLC | 2,477 | $215,892.28 | $785,555.78 | $569,663.5 | 263.86% |
| NH Nathaniel Holden Core Wealth Partners LLC | 2,178 | $234,258.42 | $690,948.72 | $456,690.3 | 194.95% |
Todd Schanel Core Wealth Management Inc. | 755 | $226,441.82 | $239,516.2 | $13,074.38 | 5.77% |
David Stevens Stevens Capital Partners | 538 | $201,215 | $170,675.12 | -$30,539.88 | -15.18% |
Scott Highmark Mosaic Family Wealth Partners LLC | 3,952 | $1.27M | $1.25M | -$14,190.76 | -1.12% |
Robert B. LaRue Owen LaRue LLC | 5,809 | $1.03M | $1.84M | $815,214.57 | 79.33% |
Ashley Buboltz Moran Wealth Management LLC | 1,618 | $414,915.32 | $513,213.42 | $98,298.1 | 23.69% |
Steven Trigili Garden State Investment Advisory Services LLC | 688 | $212,216.86 | $218,192.32 | $5,975.46 | 2.82% |
Kun Gao Sherbrooke Park Advisers LLC | 2,537 | $781,472 | $804,837.88 | $23,365.88 | 2.99% |
| BBW Beacon Bridge Wealth Partners LLC Beacon Bridge Wealth Partners LLC | 674 | $251,894 | $213,907.38 | -$37,986.62 | -15.08% |
Andrew Lewis Genesis Private Wealth LLC | 1,275 | $356,595.83 | $404,481 | $47,885.17 | 13.43% |