| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Michael R. Panico Arcadia Wealth Management LLC | 5,264 | $306,790.99 | $469,338.24 | $162,547.25 | 52.98% |
| AAL Avraham A. Levitan Glass Jacobson Investment Advisors LLC | 5,827 | $331,137 | $521,341.69 | $190,204.69 | 57.44% |
Paul L. Moffat Arista Wealth Management LLC | 16,767 | $1.17M | $1.51M | $340,112.04 | 29.18% |
Curtis Packer B.O.S.S. Retirement Advisors LLC | 4,965 | $324,853.4 | $448,339.5 | $123,486.1 | 38.01% |
David Stevens Stevens Capital Partners | 12,694 | $1.06M | $1.15M | $85,454.11 | 8.06% |
| TAL TFB Advisors LLC TFB Advisors LLC | 8,091 | $526,825.62 | $730,455.48 | $203,629.86 | 38.65% |
Brendan G. Moody Watershed Private Wealth LLC | 4,300 | $259,527.72 | $384,936 | $125,408.28 | 48.32% |
| CAD Chelsea A. Delgado Main Street Group Ltd. | 437 | $36,520 | $39,061.24 | $2,541.24 | 6.96% |
Andrew Hass RF&L Wealth Management LLC | 31,106 | $1.91M | $2.77M | $857,802.24 | 44.88% |
Sheila J. Lindsay Bensler LLC | 4,776 | $310,655.37 | $430,890.72 | $120,235.35 | 38.7% |
Jeffrey Steele Silverlake Wealth Management LLC | 3,867 | $311,077.62 | $346,444.53 | $35,366.91 | 11.37% |
Jill Batley Gateway Wealth Partners LLC | 33,745 | $2.82M | $3.02M | $196,704.02 | 6.98% |
Johnathan Kasting DDFG Inc. | 411,959 | $25.76M | $36.87M | $11.11M | 43.13% |
Crystal Karstens PETRA FINANCIAL ADVISORS Inc. | 3,702 | $329,515 | $334,142.52 | $4,627.52 | 1.4% |
Gregg Zeoli Empire Financial Management Company LLC | 14,899 | $1.03M | $1.35M | $315,182.24 | 30.59% |
| PIL PFG Investments LLC PFG Investments LLC | 2,659 | $222,784.57 | $237,648.12 | $14,863.55 | 6.67% |
| JC Jared Calvert Buck Wealth Strategies LLC | 108 | $9,613 | $9,640.08 | $27.08 | 0.28% |
| AW Ariel Weisbard Values Added Financial LLC | 2,527 | $211,181.73 | $228,137.56 | $16,955.83 | 8.03% |
Gregory Bosch Strategies Wealth Advisors, LLC | 6,488 | $434,884.67 | $585,347.36 | $150,462.69 | 34.6% |
Able Financial Group LLC ABLE Financial Group, LLC | 285,046 | $20.95M | $25.66M | $4.72M | 22.52% |