| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| AAL Avraham A. Levitan Glass Jacobson Investment Advisors LLC | 81 | $5,828 | $5,923.53 | $95.53 | 1.64% |
Joyce A. Kruzan Kaydan Wealth Management Inc. | 3,545 | $254,127 | $261,762.8 | $7,635.8 | 3% |
Justin Halverson Great Waters Wealth Management | 6,238 | $303,982.85 | $456,184.94 | $152,202.09 | 50.07% |
Darren Tapley New England Capital Financial Advisors LLC | 1,038 | $48,558.59 | $75,908.94 | $27,350.35 | 56.32% |
Walter J. West Milestone Asset Management LLC | 159,594 | $10.51M | $11.78M | $1.28M | 12.17% |
Paul L. Moffat Arista Wealth Management LLC | 6,897 | $404,800.12 | $504,377.61 | $99,577.49 | 24.6% |
Thomas J. Suttner McGlone Suttner Wealth Management Inc. | 8,691 | $448,211.05 | $621,927.96 | $173,716.91 | 38.76% |
Neil Christ Oak Hill Wealth Advisors LLC | 43,609 | $2.34M | $3.19M | $845,560.33 | 36.06% |
David Bach River Street Advisors LLC | 2,818 | $128,810.89 | $201,656.08 | $72,845.19 | 56.55% |
Moises Valladares Insigneo Advisory Services LLC | 20,844 | $1.25M | $1.54M | $295,728.86 | 23.74% |
John Canning Mi LLCreek Capital Advisors LLC | 4,105 | $209,264.89 | $300,198.65 | $90,933.76 | 43.45% |
| TAL TFB Advisors LLC TFB Advisors LLC | 6,863 | $309,825.07 | $491,116.28 | $181,291.21 | 58.51% |
Scott Highmark Mosaic Family Wealth Partners LLC | 15,657 | $991,555.15 | $1.14M | $153,441.26 | 15.47% |
Scott Paschal Financial Partners Group LLC | 43,512 | $1.93M | $3.21M | $1.28M | 66.42% |
Robert B. LaRue Owen LaRue LLC | 3,046 | $219,170 | $222,830.13 | $3,660.13 | 1.67% |
| KLM Kate L. Miller STAR Financial Bank | 3,351 | $221,877.73 | $247,018.96 | $25,141.23 | 11.33% |
Steven Trigili Garden State Investment Advisory Services LLC | 9,969 | $445,207.18 | $729,032.97 | $283,825.79 | 63.75% |
| LK Lenny Kisin Applied Capital LLC/FL | 28,221 | $1.31M | $2.08M | $770,373.2 | 58.65% |
Kevin King LEGACY FINANCIAL GROUP Inc. | 2,952 | $212,398 | $217,710 | $5,312 | 2.5% |
Andrew T. Gardener Tanglewood Legacy Advisors LLC | 2,931 | $133,914.3 | $214,344.03 | $80,429.73 | 60.06% |