| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Assaf Pinchas Allegiance Financial Group Advisory Services LLC | 125,731 | $7.05M | $10.09M | $3.04M | 43.13% |
Bill Scoggins First Citizens Asset Management Inc. | 111,576 | $5.99M | $8.67M | $2.68M | 44.78% |
Bepin Serraj Richard W. Paul & Associates LLC | 84,321 | $4.14M | $6.63M | $2.49M | 60.01% |
Michael R. Panico Arcadia Wealth Management LLC | 21,893 | $1.25M | $1.7M | $455,525.13 | 36.52% |
| TAB Thomas A. Burke Syntegra Private Wealth Group LLC | 3,360 | $277,893.75 | $269,539.2 | -$8,354.55 | -3.01% |
Jeffrey Hanson Breakwater Capital Group | 8,236 | $431,679.15 | $647,679.04 | $215,999.89 | 50.04% |
| AAL Avraham A. Levitan Glass Jacobson Investment Advisors LLC | 1,025 | $58,571.74 | $80,606 | $22,034.26 | 37.62% |
Salvatore Cocivera Cora Capital Advisors LLC | 3,291 | $221,220.7 | $258,804.24 | $37,583.54 | 16.99% |
Joyce A. Kruzan Kaydan Wealth Management Inc. | 11,951 | $793,823.84 | $932,895.06 | $139,071.22 | 17.52% |
Paul L. Moffat Arista Wealth Management LLC | 10,097 | $573,227.82 | $809,981.34 | $236,753.52 | 41.3% |
Helen Semus Semus Wealth Partners LLC | 12,552 | $804,211.27 | $979,620.84 | $175,409.57 | 21.81% |
Curtis Packer B.O.S.S. Retirement Advisors LLC | 37,417 | $2.38M | $2.94M | $563,423.68 | 23.68% |
Thomas J. Suttner McGlone Suttner Wealth Management Inc. | 234,861 | $12.05M | $18.84M | $6.79M | 56.4% |
Lydia Moore MRP Capital Investments LLC | 983 | $56,435 | $78,856.26 | $22,421.26 | 39.73% |
Neil Christ Oak Hill Wealth Advisors LLC | 3,229 | $212,856 | $253,928.56 | $41,072.56 | 19.3% |
David Bach River Street Advisors LLC | 3,690 | $227,556.88 | $296,011.8 | $68,454.92 | 30.08% |
Moises Valladares Insigneo Advisory Services LLC | 28,896 | $1.96M | $2.25M | $290,958.78 | 14.85% |
John Canning Mi LLCreek Capital Advisors LLC | 2.51M | $127.85M | $201.23M | $73.38M | 57.39% |
David Stevens Stevens Capital Partners | 39,053 | $2.51M | $3.07M | $563,782.39 | 22.49% |
| TAL TFB Advisors LLC TFB Advisors LLC | 31,183 | $1.58M | $2.5M | $925,177.65 | 58.69% |