| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Andy Peters Goldstein Advisors LLC | 2,562 | $208,214 | $210,391.44 | $2,177.44 | 1.05% |
| JGK Jonathan G. Kasting Regimen Wealth LLC | 10,175 | $627,543.11 | $833,383.37 | $205,840.26 | 32.8% |
Bepin Serraj Richard W. Paul & Associates LLC | 10,834 | $694,811.58 | $890,067.27 | $195,255.69 | 28.1% |
| TAB Thomas A. Burke Syntegra Private Wealth Group LLC | 3,010 | $198,059.32 | $246,534.05 | $48,474.73 | 24.47% |
Jeffrey Hanson Breakwater Capital Group | 7,276 | $457,609.75 | $595,940.78 | $138,331.03 | 30.23% |
Kyle Kelley Family Capital Management Inc. | 6,393 | $422,490.69 | $523,618.66 | $101,127.97 | 23.94% |
| AAL Avraham A. Levitan Glass Jacobson Investment Advisors LLC | 6,009 | $342,368.85 | $493,459.08 | $151,090.23 | 44.13% |
Joyce A. Kruzan Kaydan Wealth Management Inc. | 12,488 | $753,194.17 | $1.03M | $272,320.39 | 36.16% |
Jesse Ellington Dover Advisors LLC | 51,639 | $3.72M | $4.24M | $517,854.01 | 13.9% |
Darren Tapley New England Capital Financial Advisors LLC | 6,027 | $384,082.97 | $495,148.18 | $111,065.21 | 28.92% |
Kelly Christopher Significant Wealth Partners LLC | 2,641 | $214,634 | $215,347.14 | $713.14 | 0.33% |
| PLM Paul L. Moffat Arista Wealth Management LLC | 38,246 | $2.71M | $3.14M | $436,187.24 | 16.12% |
| HS Helen Semus Semus Wealth Partners LLC | 7,092 | $451,259.81 | $582,536.88 | $131,277.07 | 29.09% |
Curtis Packer B.O.S.S. Retirement Advisors LLC | 3,426 | $278,445 | $281,343.12 | $2,898.12 | 1.04% |
| TJS Thomas J. Suttner McGlone Suttner Wealth Management Inc. | 18,466 | $1.18M | $1.52M | $335,111.72 | 28.35% |
Lydia Moore MRP Capital Investments LLC | 350 | $25,151 | $28,742 | $3,591 | 14.28% |
Jesse Haller Compass Financial Group Inc./SD | 3,674 | $229,414.68 | $300,918.97 | $71,504.29 | 31.17% |
| NC Neil Christ Oak Hill Wealth Advisors LLC | 16,127 | $1.02M | $1.32M | $305,616.82 | 30.1% |
| AEI Amy Elizabeth Ipsen Ipsen Advisor Group LLC | 2,724 | $173,381.58 | $223,109.22 | $49,727.64 | 28.68% |
| MV Moises Valladares Insigneo Advisory Services LLC | 46,833 | $3.03M | $3.85M | $812,493.18 | 26.78% |