| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Walter J. West Milestone Asset Management LLC | 4,692 | $803,177.36 | $1.41M | $609,630.71 | 75.9% |
Paul L. Moffat Arista Wealth Management LLC | 16,071 | $2.44M | $4.84M | $2.4M | 98.37% |
Helen Semus Semus Wealth Partners LLC | 820 | $355,182 | $228,058.4 | -$127,123.6 | -35.79% |
Curtis Packer B.O.S.S. Retirement Advisors LLC | 603 | $261,298 | $173,012.76 | -$88,285.24 | -33.79% |
Thomas J. Suttner McGlone Suttner Wealth Management Inc. | 2,390 | $635,786.07 | $719,652.88 | $83,866.81 | 13.19% |
| TFG Tilson Financial Group Inc. Tilson Financial Group Inc. | 1,940 | $188,839.6 | $529,833.4 | $340,993.8 | 180.57% |
Moises Valladares Insigneo Advisory Services LLC | 16,988 | $5.52M | $4.62M | -$904,949.32 | -16.39% |
| NH Nathaniel Holden Core Wealth Partners LLC | 4,095 | $330,086.34 | $1.23M | $902,959.07 | 273.55% |
Konrad Czornij Manchester Global Management UKK) Ltd. | 115,720 | $12.36M | $31.32M | $18.96M | 153.39% |
David Stevens Stevens Capital Partners | 687 | $297,719 | $197,114.04 | -$100,604.96 | -33.79% |
Michael Radoff LGT Financial Advisors LLC | 231 | $22,486 | $69,556.41 | $47,070.41 | 209.33% |
| TAL TFB Advisors LLC TFB Advisors LLC | 666 | $288,598 | $200,539.25 | -$88,058.75 | -30.51% |
Scott Highmark Mosaic Family Wealth Partners LLC | 2,304 | $998,168 | $661,063.7 | -$337,104.3 | -33.77% |
Scott Paschal Financial Partners Group LLC | 87,517 | $6.32M | $23.89M | $17.57M | 277.99% |
Brendan G. Moody Watershed Private Wealth LLC | 1,962 | $155,766.22 | $544,376.52 | $388,610.3 | 249.48% |
Ashley Buboltz Moran Wealth Management LLC | 118,675 | $24.8M | $34.05M | $9.25M | 37.3% |
Steven Trigili Garden State Investment Advisory Services LLC | 1,476 | $214,012.64 | $423,493.93 | $209,481.29 | 97.88% |
Kun Gao Sherbrooke Park Advisers LLC | 1,319 | $176,613.96 | $397,164.08 | $220,550.12 | 124.88% |
Jeffrey Rosenthal Viawealth LLC | 499 | $216,232 | $150,253.89 | -$65,978.11 | -30.51% |
| FFL Financial Freedom LLC Financial Freedom LLC | 641 | $46,714.4 | $178,982.26 | $132,267.86 | 283.14% |