| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Walter J. West Milestone Asset Management LLC | 675 | $222,237.52 | $224,072.99 | $1,835.47 | 0.83% |
Paul L. Moffat Arista Wealth Management LLC | 4,085 | $1.5M | $1.36M | -$140,082.34 | -9.36% |
| JCM Jason C. Martin AllGen Financial Advisors Inc. | 1,804 | $559,265.7 | $598,855.82 | $39,590.12 | 7.08% |
Curtis Packer B.O.S.S. Retirement Advisors LLC | 1,532 | $576,490.56 | $508,562.7 | -$67,927.86 | -11.78% |
Thomas J. Suttner McGlone Suttner Wealth Management Inc. | 4,690 | $1.63M | $1.56M | -$73,172.23 | -4.49% |
Lydia Moore MRP Capital Investments LLC | 1,265 | $397,298.8 | $449,821.35 | $52,522.55 | 13.22% |
Jesse Haller Compass Financial Group Inc./SD | 1,293 | $415,835.84 | $455,045.49 | $39,209.65 | 9.43% |
Neil Christ Oak Hill Wealth Advisors LLC | 528 | $213,940 | $175,274.87 | -$38,665.13 | -18.07% |
David Bach River Street Advisors LLC | 5,272 | $1.73M | $1.75M | $20,104.28 | 1.16% |
Moises Valladares Insigneo Advisory Services LLC | 9,269 | $2.99M | $3.08M | $89,417.61 | 2.99% |
John Canning Mi LLCreek Capital Advisors LLC | 4,539 | $1.54M | $1.51M | -$30,945.52 | -2.01% |
| NH Nathaniel Holden Core Wealth Partners LLC | 1,705 | $647,061.79 | $565,991.78 | -$81,070.01 | -12.53% |
David Stevens Stevens Capital Partners | 904 | $326,923.93 | $321,453.36 | -$5,470.57 | -1.67% |
Scott Highmark Mosaic Family Wealth Partners LLC | 10,429 | $3.62M | $3.67M | $52,651.96 | 1.46% |
Scott Paschal Financial Partners Group LLC | 12,516 | $3.94M | $4.15M | $215,409.75 | 5.47% |
Brendan G. Moody Watershed Private Wealth LLC | 759 | $248,630.46 | $251,957.63 | $3,327.17 | 1.34% |
| KLM Kate L. Miller STAR Financial Bank | 1,674 | $533,431.25 | $595,257.66 | $61,826.41 | 11.59% |
Ashley Buboltz Moran Wealth Management LLC | 49,050 | $17.48M | $17.26M | -$215,417.36 | -1.23% |
Steven Trigili Garden State Investment Advisory Services LLC | 2,722 | $912,494.69 | $903,595.09 | -$8,899.6 | -0.98% |
Daniel McGlinn Grey Fox Wealth Advisors LLC | 1,214 | $392,178.15 | $402,999.43 | $10,821.28 | 2.76% |