| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| CWP Charles W. Petredis, CFA Petredis Investment Advisors LLC | 26,255 | $2.17M | $2.51M | $338,489.27 | 15.58% |
Darren Tapley New England Capital Financial Advisors LLC | 1,225 | $100,730.17 | $115,431.75 | $14,701.58 | 14.6% |
Walter J. West Milestone Asset Management LLC | 10,127 | $792,235.18 | $966,622.15 | $174,386.97 | 22.01% |
Thomas J. Suttner McGlone Suttner Wealth Management Inc. | 3,199 | $287,183.49 | $297,539 | $10,355.51 | 3.61% |
| AEI Amy Elizabeth Ipsen Ipsen Advisor Group LLC | 6,015 | $477,368.98 | $575,064.07 | $97,695.09 | 20.47% |
Moises Valladares Insigneo Advisory Services LLC | 9,650 | $874,205.99 | $924,421.75 | $50,215.76 | 5.74% |
| NH Nathaniel Holden Core Wealth Partners LLC | 3,000 | $236,129.94 | $279,030.01 | $42,900.07 | 18.17% |
Scott Highmark Mosaic Family Wealth Partners LLC | 30,717 | $2.47M | $2.89M | $422,803.4 | 17.11% |
Scott Paschal Financial Partners Group LLC | 47,166 | $3.73M | $4.51M | $777,441.72 | 20.82% |
Ashley Buboltz Moran Wealth Management LLC | 148,368 | $12.9M | $13.98M | $1.08M | 8.39% |
| LK Lenny Kisin Applied Capital LLC/FL | 5,466 | $425,202.78 | $522,904.89 | $97,702.11 | 22.98% |
Jeffrey Rosenthal Viawealth LLC | 15,046 | $1.22M | $1.4M | $182,164.48 | 14.97% |
Andrew Lewis Genesis Private Wealth LLC | 5,067 | $440,501.26 | $471,281.68 | $30,780.42 | 6.99% |
| CWM Compass Wealth Management LLC Compass Wealth Management LLC | 58,574 | $5.46M | $5.45M | -$14,950.9 | -0.27% |
Richard W. Lowrie Park Edge Advisors LLC | 2,990 | $232,383.03 | $281,747.7 | $49,364.67 | 21.24% |
| DFG Delta Financial Group Inc. Delta Financial Group Inc. | 3,822 | $304,065.28 | $355,484.23 | $51,418.95 | 16.91% |
Philip Rc Dudley Dudley Capital Management LLC | 10,324 | $812,109.98 | $972,830.52 | $160,720.54 | 19.79% |
Paul B. Ordonio Park Place Capital Corp. | 10,018 | $815,425.79 | $956,819.18 | $141,393.39 | 17.34% |
Jeffrey Steele Silverlake Wealth Management LLC | 3,734 | $292,921.08 | $351,854.82 | $58,933.74 | 20.12% |
Kevin Kroskey True Wealth Design LLC | 2,784 | $239,100.89 | $265,732.8 | $26,631.91 | 11.14% |