| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| AWL Atlas Wealth LLC Atlas Wealth LLC | 206 | $208,342 | $209,786.28 | $1,444.28 | 0.69% |
Jeffrey Hanson Breakwater Capital Group | 946 | $419,529.86 | $963,387.48 | $543,857.62 | 129.64% |
Nathan Blair Palo Alto Wealth Advisors LLC | 590 | $341,700.52 | $600,844.2 | $259,143.68 | 75.84% |
Salvatore Cocivera Cora Capital Advisors LLC | 219 | $221,318 | $223,025.22 | $1,707.22 | 0.77% |
Darren Tapley New England Capital Financial Advisors LLC | 115 | $101,085 | $117,113.7 | $16,028.7 | 15.86% |
Paul L. Moffat Arista Wealth Management LLC | 2,219 | $1.61M | $2.26M | $653,834.94 | 40.71% |
Helen Semus Semus Wealth Partners LLC | 2,007 | $808,006.91 | $2.09M | $1.28M | 158.12% |
Curtis Packer B.O.S.S. Retirement Advisors LLC | 301 | $155,384.81 | $306,532.38 | $151,147.57 | 97.27% |
Thomas J. Suttner McGlone Suttner Wealth Management Inc. | 502 | $311,136.26 | $511,226.76 | $200,090.5 | 64.31% |
Lydia Moore MRP Capital Investments LLC | 290 | $117,908.38 | $301,365.08 | $183,456.7 | 155.59% |
Neil Christ Oak Hill Wealth Advisors LLC | 500 | $286,310 | $509,190 | $222,880 | 77.85% |
| AEI Amy Elizabeth Ipsen Ipsen Advisor Group LLC | 933 | $660,331 | $950,148.54 | $289,817.54 | 43.89% |
Moises Valladares Insigneo Advisory Services LLC | 24,445 | $22.62M | $25.41M | $2.78M | 12.31% |
John Canning Mi LLCreek Capital Advisors LLC | 4,258 | $1.73M | $4.34M | $2.61M | 151.01% |
David Stevens Stevens Capital Partners | 473 | $424,686.44 | $491,536.84 | $66,850.4 | 15.74% |
| TAL TFB Advisors LLC TFB Advisors LLC | 295 | $147,508.54 | $312,812.1 | $165,303.56 | 112.06% |
Scott Highmark Mosaic Family Wealth Partners LLC | 783 | $550,475.41 | $830,277.54 | $279,802.13 | 50.83% |
Robert B. LaRue Owen LaRue LLC | 2,130 | $1.37M | $2.17M | $795,767.16 | 57.94% |
| KLM Kate L. Miller STAR Financial Bank | 322 | $227,895.91 | $334,619.16 | $106,723.25 | 46.83% |
Ashley Buboltz Moran Wealth Management LLC | 320 | $323,638 | $339,321.6 | $15,683.6 | 4.85% |