| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Nathan Blair Palo Alto Wealth Advisors LLC | 2,119 | $371,278.38 | $617,052.82 | $245,774.44 | 66.2% |
| AAL Avraham A. Levitan Glass Jacobson Investment Advisors LLC | 815 | $202,986.37 | $237,328.01 | $34,341.64 | 16.92% |
Salvatore Cocivera Cora Capital Advisors LLC | 974 | $235,963.21 | $283,628.81 | $47,665.6 | 20.2% |
Joyce A. Kruzan Kaydan Wealth Management Inc. | 70,426 | $19.84M | $20.51M | $671,850.35 | 3.39% |
Justin Halverson Great Waters Wealth Management | 72,850 | $12.7M | $21.21M | $8.51M | 67.01% |
Kurt Ahrens Mendota Financial Group LLC | 670 | $201,409 | $195,104.01 | -$6,304.99 | -3.13% |
Darren Tapley New England Capital Financial Advisors LLC | 20 | $4,316 | $5,824 | $1,508 | 34.94% |
Walter J. West Milestone Asset Management LLC | 3,276 | $771,392.55 | $953,971.23 | $182,578.68 | 23.67% |
| THL Team Hewins LLC Team Hewins LLC | 1,670 | $413,297.63 | $486,304.02 | $73,006.39 | 17.66% |
| TFG Tilson Financial Group Inc. Tilson Financial Group Inc. | 2,875 | $635,949.79 | $837,200.03 | $201,250.24 | 31.65% |
Lydia Moore MRP Capital Investments LLC | 2,320 | $621,830.39 | $699,480 | $77,649.61 | 12.49% |
David Bach River Street Advisors LLC | 1,199 | $243,265.13 | $349,148.81 | $105,883.68 | 43.53% |
Moises Valladares Insigneo Advisory Services LLC | 15,197 | $3.3M | $4.43M | $1.12M | 34.05% |
John Canning Mi LLCreek Capital Advisors LLC | 24,023 | $4.29M | $7M | $2.71M | 63.24% |
| NH Nathaniel Holden Core Wealth Partners LLC | 861 | $180,797.39 | $250,723.21 | $69,925.82 | 38.68% |
David Stevens Stevens Capital Partners | 789 | $194,123.58 | $237,883.5 | $43,759.92 | 22.54% |
Scott Highmark Mosaic Family Wealth Partners LLC | 2,000 | $552,993.66 | $602,030 | $49,036.34 | 8.87% |
| KLM Kate L. Miller STAR Financial Bank | 5,963 | $1.29M | $1.8M | $504,025.63 | 38.96% |
Kyle Moore Quarry Hill Advisors LLC | 1,160 | $207,868.75 | $337,792.01 | $129,923.26 | 62.5% |
Steven Trigili Garden State Investment Advisory Services LLC | 10,995 | $2.28M | $3.2M | $919,807.62 | 40.31% |