| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| AAL Avraham A. Levitan Glass Jacobson Investment Advisors LLC | 828 | $173,086 | $149,975.64 | -$23,110.36 | -13.35% |
Paul L. Moffat Arista Wealth Management LLC | 4,880 | $793,233.65 | $890,551.2 | $97,317.55 | 12.27% |
Helen Semus Semus Wealth Partners LLC | 1,083 | $226,351 | $197,268.45 | -$29,082.55 | -12.85% |
Thomas J. Suttner McGlone Suttner Wealth Management Inc. | 1,157 | $240,541.42 | $212,581.39 | -$27,960.03 | -11.62% |
David Bach River Street Advisors LLC | 22,881 | $2.26M | $4.2M | $1.94M | 85.65% |
Moises Valladares Insigneo Advisory Services LLC | 14,784 | $1.49M | $2.67M | $1.17M | 78.61% |
John Canning Mi LLCreek Capital Advisors LLC | 3,623 | $406,256.06 | $661,161.27 | $254,905.21 | 62.74% |
Michael Radoff LGT Financial Advisors LLC | 116 | $16,340 | $21,248.3 | $4,908.3 | 30.04% |
Scott Highmark Mosaic Family Wealth Partners LLC | 10,869 | $1.68M | $1.97M | $285,245.34 | 16.97% |
Brendan G. Moody Watershed Private Wealth LLC | 1,289 | $269,526 | $234,739.79 | -$34,786.21 | -12.91% |
Robert B. LaRue Owen LaRue LLC | 6,964 | $1.46M | $1.28M | -$177,025.32 | -12.16% |
| KLM Kate L. Miller STAR Financial Bank | 1,510 | $143,388.99 | $274,955.9 | $131,566.91 | 91.76% |
Ashley Buboltz Moran Wealth Management LLC | 2,414 | $504,622 | $435,618.37 | -$69,003.63 | -13.67% |
Steven Trigili Garden State Investment Advisory Services LLC | 1,899 | $396,902 | $345,523.05 | -$51,378.95 | -12.94% |
Daniel McGlinn Grey Fox Wealth Advisors LLC | 4,775 | $998,226 | $873,586.25 | -$124,639.75 | -12.49% |
Jeffrey Rosenthal Viawealth LLC | 2,988 | $421,699.87 | $547,804.98 | $126,105.11 | 29.9% |
| SL Sarah Ludden Clifford Group LLC | 5,257 | $478,528.33 | $951,727.28 | $473,198.95 | 98.89% |
Andrew Lewis Genesis Private Wealth LLC | 1,302 | $172,392.84 | $238,422.24 | $66,029.4 | 38.3% |
| CWM Compass Wealth Management LLC Compass Wealth Management LLC | 1,184 | $247,504 | $217,068.64 | -$30,435.36 | -12.3% |
Richard W. Lowrie Park Edge Advisors LLC | 12,222 | $1.77M | $2.23M | $467,750.06 | 26.47% |