| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| CWP Charles W. Petredis, CFA Petredis Investment Advisors LLC | 66,285 | $4.97M | $61.58M | $56.61M | 1,138.72% |
Darren Tapley New England Capital Financial Advisors LLC | 128 | $21,416.99 | $117,008.64 | $95,591.65 | 446.34% |
Walter J. West Milestone Asset Management LLC | 2,550 | $840,564.52 | $2.37M | $1.53M | 182.51% |
Paul L. Moffat Arista Wealth Management LLC | 2,989 | $658,193.66 | $2.73M | $2.07M | 315.13% |
Helen Semus Semus Wealth Partners LLC | 1,223 | $337,959.92 | $1.14M | $798,109.24 | 236.15% |
Curtis Packer B.O.S.S. Retirement Advisors LLC | 1,415 | $243,502.08 | $1.29M | $1.05M | 431.2% |
Thomas J. Suttner McGlone Suttner Wealth Management Inc. | 1,801 | $1.42M | $1.72M | $301,127.78 | 21.27% |
| TFG Tilson Financial Group Inc. Tilson Financial Group Inc. | 437 | $504,424.75 | $395,887.04 | -$108,537.71 | -21.52% |
Lydia Moore MRP Capital Investments LLC | 346 | $272,665.94 | $316,288.98 | $43,623.04 | 16% |
Moises Valladares Insigneo Advisory Services LLC | 53,106 | $39.09M | $48.53M | $9.45M | 24.17% |
| NH Nathaniel Holden Core Wealth Partners LLC | 606 | $699,500 | $577,633.14 | -$121,866.86 | -17.42% |
David Stevens Stevens Capital Partners | 694 | $800,574 | $634,406.22 | -$166,167.78 | -20.76% |
| TAL TFB Advisors LLC TFB Advisors LLC | 1,342 | $415,572.39 | $1.28M | $863,608.59 | 207.81% |
Scott Highmark Mosaic Family Wealth Partners LLC | 10,629 | $611,356.72 | $9.72M | $9.1M | 1,489.3% |
Brendan G. Moody Watershed Private Wealth LLC | 892 | $1.03M | $830,666.08 | -$198,960.92 | -19.32% |
Ashley Buboltz Moran Wealth Management LLC | 23,844 | $4.98M | $21.8M | $16.82M | 337.98% |
Steven Trigili Garden State Investment Advisory Services LLC | 3,213 | $840,378.95 | $2.94M | $2.1M | 249.5% |
Kun Gao Sherbrooke Park Advisers LLC | 1,657 | $231,107.96 | $1.58M | $1.35M | 583.42% |
Jeffrey Rosenthal Viawealth LLC | 705 | $238,176.93 | $671,998.95 | $433,822.02 | 182.14% |
| SL Sarah Ludden Clifford Group LLC | 253 | $292,035 | $229,197.76 | -$62,837.24 | -21.52% |