| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| KMG Kerina M. Graves Schear Investment Advisers LLC | 20,156 | $2.26M | $4.24M | $1.98M | 87.63% |
Joseph Gentili Riverview Capital Advisers LLC | 979 | $204,650 | $213,069.56 | $8,419.56 | 4.11% |
Amy Ardeel Icon Wealth Advisors LLC | 7,584 | $825,946.29 | $1.66M | $829,413.39 | 100.42% |
John J. Edwards Breed's Hi LLCapital LLC | 5,217 | $599,226.1 | $1.1M | $498,535.04 | 83.2% |
Ashley Goggins Hidden Cove Wealth Management LLC | 2,105 | $350,169.44 | $442,934.1 | $92,764.66 | 26.49% |
Andy Peters Goldstein Advisors LLC | 2,269 | $321,963.26 | $477,442.98 | $155,479.72 | 48.29% |
Samuel Bridgers, III Redwood Wealth Management Group LLC | 1,300 | $211,013.32 | $273,546 | $62,532.68 | 29.63% |
Robin Sherwood HTG Investment Advisors Inc. | 977 | $160,784.91 | $213,249.79 | $52,464.88 | 32.63% |
| TAB Thomas A. Burke Syntegra Private Wealth Group LLC | 964 | $201,565 | $202,844.88 | $1,279.88 | 0.63% |
Jeffrey Hanson Breakwater Capital Group | 7,596 | $660,580.68 | $1.6M | $937,769.64 | 141.96% |
| AAL Avraham A. Levitan Glass Jacobson Investment Advisors LLC | 828 | $173,086 | $174,227.76 | $1,141.76 | 0.66% |
Paul L. Moffat Arista Wealth Management LLC | 4,880 | $793,233.65 | $1.03M | $233,615.95 | 29.45% |
Helen Semus Semus Wealth Partners LLC | 1,083 | $226,351 | $234,220.41 | $7,869.41 | 3.48% |
Thomas J. Suttner McGlone Suttner Wealth Management Inc. | 1,093 | $228,503 | $229,989.06 | $1,486.06 | 0.65% |
David Bach River Street Advisors LLC | 22,881 | $2.26M | $4.81M | $2.55M | 112.74% |
Moises Valladares Insigneo Advisory Services LLC | 14,784 | $1.49M | $3.21M | $1.72M | 115.13% |
John Canning Mi LLCreek Capital Advisors LLC | 3,623 | $406,256.06 | $762,351.66 | $356,095.6 | 87.65% |
Michael Radoff LGT Financial Advisors LLC | 116 | $16,340 | $24,408.72 | $8,068.72 | 49.38% |
Scott Highmark Mosaic Family Wealth Partners LLC | 10,869 | $1.68M | $2.37M | $691,311.18 | 41.12% |
Brendan G. Moody Watershed Private Wealth LLC | 1,289 | $269,526 | $271,231.38 | $1,705.38 | 0.63% |