| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Matthew C. Jessup Jessup Wealth Management Inc. | 662 | $142,336.75 | $252,169.04 | $109,832.29 | 77.16% |
| RWA Rooted Wealth Advisors Inc. Rooted Wealth Advisors Inc. | 551 | $195,863.97 | $207,170.49 | $11,306.52 | 5.77% |
Matthew Keyes Heritage Wealth Partners LLC | 27,733 | $7.53M | $10.54M | $3M | 39.88% |
| AWL Atlas Wealth LLC Atlas Wealth LLC | 615 | $226,554 | $234,727.06 | $8,173.06 | 3.61% |
Bepin Serraj Richard W. Paul & Associates LLC | 298 | $72,283.62 | $112,045.02 | $39,761.4 | 55.01% |
| TAB Thomas A. Burke Syntegra Private Wealth Group LLC | 594 | $226,236 | $223,338.05 | -$2,897.95 | -1.28% |
Jeffrey Hanson Breakwater Capital Group | 590 | $224,696 | $221,834.09 | -$2,861.91 | -1.27% |
| PIS PPSC Investment Service Corp PPSC Investment Service Corp | 772,372 | $202.46M | $294.3M | $91.84M | 45.36% |
| AAL Avraham A. Levitan Glass Jacobson Investment Advisors LLC | 7,003 | $1.25M | $2.63M | $1.39M | 111.29% |
Salvatore Cocivera Cora Capital Advisors LLC | 615 | $264,628 | $231,233.85 | -$33,394.15 | -12.62% |
Joyce A. Kruzan Kaydan Wealth Management Inc. | 17,756 | $6.76M | $6.79M | $32,671.08 | 0.48% |
Jesse Ellington Dover Advisors LLC | 753 | $260,162.31 | $283,120.47 | $22,958.16 | 8.82% |
Darren Tapley New England Capital Financial Advisors LLC | 458 | $85,753.88 | $172,203.42 | $86,449.54 | 100.81% |
Walter J. West Milestone Asset Management LLC | 2,580 | $1.11M | $987,391.77 | -$122,818.83 | -11.06% |
Helen Semus Semus Wealth Partners LLC | 1,009 | $392,210.98 | $385,579.26 | -$6,631.72 | -1.69% |
Curtis Packer B.O.S.S. Retirement Advisors LLC | 3,244 | $808,427.12 | $1.22M | $411,284.44 | 50.87% |
| SS Sasha Stewart Marmo Financial Group LLC | 757 | $218,122 | $288,182.33 | $70,060.33 | 32.12% |
Lydia Moore MRP Capital Investments LLC | 7,963 | $1.92M | $2.99M | $1.07M | 55.69% |
Jesse Haller Compass Financial Group Inc./SD | 1,001 | $313,040.49 | $383,062.68 | $70,022.19 | 22.37% |
David Bach River Street Advisors LLC | 981 | $329,315.38 | $374,418.28 | $45,102.9 | 13.7% |