| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| AAL Avraham A. Levitan Glass Jacobson Investment Advisors LLC | 1,051 | $111,806.4 | $136,840.2 | $25,033.8 | 22.39% |
| EFP Envision Financial Planning LLC Envision Financial Planning LLC | 1,610 | $193,667.21 | $218,702.4 | $25,035.19 | 12.93% |
Salvatore Cocivera Cora Capital Advisors LLC | 4,994 | $548,979.18 | $650,218.8 | $101,239.62 | 18.44% |
Joyce A. Kruzan Kaydan Wealth Management Inc. | 2,925 | $331,599.55 | $380,835 | $49,235.45 | 14.85% |
Jesse Ellington Dover Advisors LLC | 12,880 | $1.56M | $1.66M | $100,487.43 | 6.46% |
| CWP Charles W. Petredis, CFA Petredis Investment Advisors LLC | 39,226 | $4.34M | $5.11M | $770,773.48 | 17.77% |
Darren Tapley New England Capital Financial Advisors LLC | 2,193 | $241,189.19 | $285,528.6 | $44,339.41 | 18.38% |
Walter J. West Milestone Asset Management LLC | 16,957 | $1.92M | $2.21M | $288,344.39 | 15.02% |
Paul L. Moffat Arista Wealth Management LLC | 6,551 | $521,683.36 | $852,940.2 | $331,256.84 | 63.5% |
Helen Semus Semus Wealth Partners LLC | 6,461 | $635,862.78 | $845,874.12 | $210,011.34 | 33.03% |
Thomas J. Suttner McGlone Suttner Wealth Management Inc. | 13,593 | $1.46M | $1.77M | $306,678.42 | 20.96% |
| TFG Tilson Financial Group Inc. Tilson Financial Group Inc. | 3,020 | $341,731.38 | $393,204 | $51,472.62 | 15.06% |
Jesse Haller Compass Financial Group Inc./SD | 1,994 | $239,882 | $255,890.02 | $16,008.02 | 6.67% |
Neil Christ Oak Hill Wealth Advisors LLC | 3,085 | $251,016.5 | $401,667 | $150,650.5 | 60.02% |
David Bach River Street Advisors LLC | 2,923 | $351,608 | $380,574.6 | $28,966.6 | 8.24% |
Moises Valladares Insigneo Advisory Services LLC | 36,076 | $4.41M | $4.9M | $486,336.89 | 11.02% |
John Canning Mi LLCreek Capital Advisors LLC | 5,935 | $630,310.93 | $772,737 | $142,426.07 | 22.6% |
| NH Nathaniel Holden Core Wealth Partners LLC | 6,447 | $753,815.79 | $839,399.4 | $85,583.61 | 11.35% |
David Stevens Stevens Capital Partners | 1,709 | $219,669 | $223,742.28 | $4,073.28 | 1.85% |
| TAL TFB Advisors LLC TFB Advisors LLC | 2,814 | $362,109.4 | $361,120.62 | -$988.78 | -0.27% |