| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Andy Peters Goldstein Advisors LLC | 2,495 | $202,768.9 | $229,540 | $26,771.1 | 13.2% |
| JGK Jonathan G. Kasting Regimen Wealth LLC | 10,246 | $633,313.08 | $945,347.19 | $312,034.11 | 49.27% |
Bepin Serraj Richard W. Paul & Associates LLC | 10,865 | $697,330.91 | $997,189.7 | $299,858.79 | 43% |
| TAB Thomas A. Burke Syntegra Private Wealth Group LLC | 3,076 | $203,740.68 | $277,178.36 | $73,437.68 | 36.04% |
Jeffrey Hanson Breakwater Capital Group | 7,287 | $458,556.66 | $668,800.86 | $210,244.2 | 45.85% |
Kyle Kelley Family Capital Management Inc. | 7,479 | $510,745.94 | $687,918.42 | $177,172.48 | 34.69% |
| AAL Avraham A. Levitan Glass Jacobson Investment Advisors LLC | 932 | $57,275.83 | $85,538.96 | $28,263.13 | 49.35% |
| EFP Envision Financial Planning LLC Envision Financial Planning LLC | 3,569 | $290,063 | $330,632.16 | $40,569.16 | 13.99% |
Joyce A. Kruzan Kaydan Wealth Management Inc. | 6,832 | $412,688.15 | $628,407.36 | $215,719.21 | 52.27% |
Jesse Ellington Dover Advisors LLC | 68,986 | $5.13M | $6.33M | $1.2M | 23.32% |
Darren Tapley New England Capital Financial Advisors LLC | 6,852 | $451,127.22 | $628,876.56 | $177,749.34 | 39.4% |
Kelly Christopher Significant Wealth Partners LLC | 2,641 | $214,634 | $242,919.18 | $28,285.18 | 13.18% |
Paul L. Moffat Arista Wealth Management LLC | 38,246 | $2.71M | $3.45M | $740,434.17 | 27.36% |
Helen Semus Semus Wealth Partners LLC | 6,938 | $441,463.43 | $638,053.17 | $196,589.74 | 44.53% |
Curtis Packer B.O.S.S. Retirement Advisors LLC | 3,426 | $278,445 | $314,438.28 | $35,993.28 | 12.93% |
Thomas J. Suttner McGlone Suttner Wealth Management Inc. | 19,169 | $1.24M | $1.73M | $487,213.4 | 39.29% |
Lydia Moore MRP Capital Investments LLC | 350 | $25,151 | $31,538.5 | $6,387.5 | 25.4% |
Jesse Haller Compass Financial Group Inc./SD | 3,674 | $229,414.68 | $337,622.23 | $108,207.55 | 47.17% |
Neil Christ Oak Hill Wealth Advisors LLC | 16,127 | $1.02M | $1.48M | $464,870.95 | 45.79% |
| AEI Amy Elizabeth Ipsen Ipsen Advisor Group LLC | 2,729 | $173,787.92 | $251,068 | $77,280.08 | 44.47% |