| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| AWL Atlas Wealth LLC Atlas Wealth LLC | 2,008 | $509,972 | $499,208.88 | -$10,763.12 | -2.11% |
Bepin Serraj Richard W. Paul & Associates LLC | 5,402 | $906,697.65 | $1.37M | $464,924.17 | 51.28% |
| TAB Thomas A. Burke Syntegra Private Wealth Group LLC | 3,414 | $683,892.07 | $848,754.54 | $164,862.47 | 24.11% |
Jeffrey Hanson Breakwater Capital Group | 6,285 | $1.09M | $1.6M | $505,811.97 | 46.4% |
Kyle Kelley Family Capital Management Inc. | 3,699 | $622,914.13 | $937,326.6 | $314,412.47 | 50.47% |
Nathan Blair Palo Alto Wealth Advisors LLC | 1,582 | $251,323.83 | $404,976.18 | $153,652.35 | 61.14% |
| AAL Avraham A. Levitan Glass Jacobson Investment Advisors LLC | 558 | $80,805.42 | $141,681.78 | $60,876.36 | 75.34% |
Salvatore Cocivera Cora Capital Advisors LLC | 3,381 | $576,960.52 | $858,469.71 | $281,509.19 | 48.79% |
Joyce A. Kruzan Kaydan Wealth Management Inc. | 3,319 | $586,247.04 | $841,034.6 | $254,787.56 | 43.46% |
Justin Halverson Great Waters Wealth Management | 1,987 | $346,722.23 | $504,519.17 | $157,796.94 | 45.51% |
Jesse Ellington Dover Advisors LLC | 15,782 | $2.76M | $4.01M | $1.25M | 45.27% |
| CWP Charles W. Petredis, CFA Petredis Investment Advisors LLC | 37,247 | $6.53M | $9.46M | $2.93M | 44.88% |
Darren Tapley New England Capital Financial Advisors LLC | 2,860 | $527,127.68 | $726,182.6 | $199,054.92 | 37.76% |
Paul L. Moffat Arista Wealth Management LLC | 9,713 | $1.58M | $2.47M | $887,635.62 | 56.23% |
Helen Semus Semus Wealth Partners LLC | 8,563 | $1.48M | $2.18M | $696,116.24 | 47.04% |
Curtis Packer B.O.S.S. Retirement Advisors LLC | 1,417 | $277,207.05 | $359,790.47 | $82,583.42 | 29.79% |
Thomas J. Suttner McGlone Suttner Wealth Management Inc. | 10,932 | $1.87M | $2.72M | $852,137.37 | 45.67% |
| TFG Tilson Financial Group Inc. Tilson Financial Group Inc. | 1,556 | $255,752.83 | $394,889.46 | $139,136.63 | 54.4% |
Lydia Moore MRP Capital Investments LLC | 6,201 | $1.08M | $1.54M | $464,431.48 | 43.11% |
Jesse Haller Compass Financial Group Inc./SD | 3,795 | $684,725.67 | $961,653 | $276,927.33 | 40.44% |