| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Andy Peters Goldstein Advisors LLC | 3,250 | $258,232.7 | $308,750 | $50,517.3 | 19.56% |
| AAL Avraham A. Levitan Glass Jacobson Investment Advisors LLC | 523 | $43,001.09 | $49,685 | $6,683.91 | 15.54% |
David Stevens Stevens Capital Partners | 23,501 | $1.63M | $2.27M | $645,721.42 | 39.73% |
Dana Anspach Sensible Money LLC | 3,864 | $250,078.19 | $367,080 | $117,001.81 | 46.79% |
Jarrod Musick Destiny Capital Corp./ Co. | 3,046 | $197,680.96 | $294,334.98 | $96,654.02 | 48.89% |
Steven Trigili Garden State Investment Advisory Services LLC | 24,828 | $1.71M | $2.39M | $684,247.63 | 40.12% |
Jeffrey Steele Silverlake Wealth Management LLC | 14,882 | $1.22M | $1.41M | $195,263.69 | 16.02% |
Brett Pohl Invera Wealth Advisors, LLC | 10,696 | $792,923.57 | $1.02M | $223,196.43 | 28.15% |
Joe-Ben O'Banion TITLEIST ASSET MANAGEMENT, LLC | 33,845 | $2.74M | $3.22M | $474,400.44 | 17.31% |
Staci Compagno Portside Wealth Group, LLC | 11,736 | $913,707.43 | $1.11M | $201,212.57 | 22.02% |
Megan J. Lottier Rockwood Wealth Management, LLC | 2,901 | $275,160 | $275,595 | $435 | 0.16% |
Jane Bortnem Cherry Tree Wealth Management, LLC | 209 | $14,376 | $19,855 | $5,479 | 38.11% |
Michael Ryan Michael S. Ryan, Inc. | 125,387 | $8.88M | $11.91M | $3.03M | 34.14% |
Rajiv Shah KINGSWOOD WEALTH ADVISORS, LLC | 28,289 | $2.28M | $2.69M | $412,331.8 | 18.12% |
Annmarie Young KPP Advisory Services LLC | 9,639 | $749,512.6 | $915,705 | $166,192.4 | 22.17% |
Keith Henderson CULTIVAR CAPITAL, INC. | 9,610 | $847,883.37 | $912,950 | $65,066.63 | 7.67% |
John Hayes LongView Wealth Management | 3,021 | $220,643.54 | $286,995 | $66,351.46 | 30.07% |
Norden Group LLC NORDEN GROUP LLC | 6,634 | $544,051.96 | $630,230 | $86,178.04 | 15.84% |
Christopher C. Powers Farther Finance Advisors, LLC | 19,980 | $1.47M | $1.9M | $423,783.97 | 28.74% |
Ryan Payne Payne Capital Management, LLC | 22,067 | $1.78M | $2.15M | $367,980.02 | 20.66% |