| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Bepin Serraj Richard W. Paul & Associates LLC | 4,510 | $808,968.99 | $1.23M | $416,984.31 | 51.55% |
Jeffrey Hanson Breakwater Capital Group | 3,555 | $773,500.96 | $964,258.2 | $190,757.24 | 24.66% |
Nathan Blair Palo Alto Wealth Advisors LLC | 2,119 | $371,278.38 | $578,974.37 | $207,695.99 | 55.94% |
| AAL Avraham A. Levitan Glass Jacobson Investment Advisors LLC | 815 | $202,986.37 | $220,799.81 | $17,813.44 | 8.78% |
Salvatore Cocivera Cora Capital Advisors LLC | 974 | $235,963.21 | $267,489.62 | $31,526.41 | 13.36% |
Joyce A. Kruzan Kaydan Wealth Management Inc. | 93,796 | $26.33M | $25.8M | -$531,029.26 | -2.02% |
Justin Halverson Great Waters Wealth Management | 64,266 | $11.21M | $17.72M | $6.51M | 58.14% |
Darren Tapley New England Capital Financial Advisors LLC | 20 | $4,316 | $5,419.3 | $1,103.3 | 25.56% |
Walter J. West Milestone Asset Management LLC | 2,344 | $585,443.99 | $644,787.49 | $59,343.5 | 10.14% |
| THL Team Hewins LLC Team Hewins LLC | 1,670 | $413,297.63 | $457,045.6 | $43,747.97 | 10.59% |
Thomas J. Suttner McGlone Suttner Wealth Management Inc. | 772 | $214,607 | $211,250.08 | -$3,356.92 | -1.56% |
| TFG Tilson Financial Group Inc. Tilson Financial Group Inc. | 2,875 | $635,949.79 | $786,168.75 | $150,218.96 | 23.62% |
Lydia Moore MRP Capital Investments LLC | 2,320 | $621,830.39 | $633,986.4 | $12,156.01 | 1.95% |
David Bach River Street Advisors LLC | 1,199 | $243,265.13 | $329,119.5 | $85,854.37 | 35.29% |
Moises Valladares Insigneo Advisory Services LLC | 16,399 | $3.66M | $4.49M | $824,560.26 | 22.51% |
John Canning Mi LLCreek Capital Advisors LLC | 24,023 | $4.29M | $6.53M | $2.25M | 52.49% |
| NH Nathaniel Holden Core Wealth Partners LLC | 861 | $180,797.39 | $236,120.64 | $55,323.25 | 30.6% |
David Stevens Stevens Capital Partners | 789 | $194,123.58 | $216,580.5 | $22,456.92 | 11.57% |
Scott Highmark Mosaic Family Wealth Partners LLC | 2,000 | $552,993.66 | $542,020 | -$10,973.66 | -1.98% |
| KLM Kate L. Miller STAR Financial Bank | 5,963 | $1.29M | $1.64M | $346,542.8 | 26.78% |