| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Salvatore Cocivera Cora Capital Advisors LLC | 3,291 | $221,220.7 | $255,414.51 | $34,193.81 | 15.46% |
Joyce A. Kruzan Kaydan Wealth Management Inc. | 12,470 | $828,036.32 | $967,796.7 | $139,760.38 | 16.88% |
Walter J. West Milestone Asset Management LLC | 2,657 | $220,204 | $206,209.77 | -$13,994.23 | -6.36% |
Paul L. Moffat Arista Wealth Management LLC | 10,097 | $573,227.82 | $783,628.17 | $210,400.35 | 36.7% |
Helen Semus Semus Wealth Partners LLC | 12,552 | $804,211.27 | $1M | $200,074.28 | 24.88% |
Curtis Packer B.O.S.S. Retirement Advisors LLC | 37,417 | $2.38M | $2.9M | $524,884.17 | 22.06% |
Thomas J. Suttner McGlone Suttner Wealth Management Inc. | 233,827 | $11.96M | $18.15M | $6.18M | 51.7% |
Lydia Moore MRP Capital Investments LLC | 983 | $56,435 | $78,649.83 | $22,214.83 | 39.36% |
Neil Christ Oak Hill Wealth Advisors LLC | 3,229 | $212,856 | $250,602.69 | $37,746.69 | 17.73% |
David Bach River Street Advisors LLC | 3,690 | $227,556.88 | $286,380.9 | $58,824.02 | 25.85% |
Moises Valladares Insigneo Advisory Services LLC | 21,059 | $1.31M | $1.63M | $323,859.85 | 24.71% |
John Canning Mi LLCreek Capital Advisors LLC | 2.51M | $127.85M | $194.68M | $66.83M | 52.27% |
David Stevens Stevens Capital Partners | 39,053 | $2.51M | $3.12M | $617,285.08 | 24.62% |
| TAL TFB Advisors LLC TFB Advisors LLC | 31,183 | $1.58M | $2.49M | $917,070.07 | 58.18% |
Dana Anspach Sensible Money LLC | 22,419 | $1.06M | $1.74M | $678,746.28 | 63.96% |
Scott Highmark Mosaic Family Wealth Partners LLC | 20,136 | $1.03M | $1.61M | $584,295.57 | 56.96% |
Stephen K. Hassell Hassell Wealth Management LLC | 9,694 | $468,442.6 | $752,351.34 | $283,908.74 | 60.61% |
Brendan G. Moody Watershed Private Wealth LLC | 18,921 | $943,660.86 | $1.47M | $524,797.95 | 55.61% |
Robert B. LaRue Owen LaRue LLC | 11,424 | $796,824 | $886,616.64 | $89,792.64 | 11.27% |
| KLM Kate L. Miller STAR Financial Bank | 11,972 | $832,430.96 | $957,879.74 | $125,448.78 | 15.07% |