| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Bepin Serraj Richard W. Paul & Associates LLC | 13,660 | $1.04M | $1.09M | $54,625.88 | 5.27% |
| TAB Thomas A. Burke Syntegra Private Wealth Group LLC | 6,055 | $485,788.21 | $483,764.22 | -$2,023.99 | -0.42% |
Jeffrey Hanson Breakwater Capital Group | 18,070 | $1.29M | $1.44M | $150,419.85 | 11.63% |
Salvatore Cocivera Cora Capital Advisors LLC | 2,942 | $223,463.89 | $235,345.29 | $11,881.4 | 5.32% |
Jesse Ellington Dover Advisors LLC | 24,739 | $1.86M | $1.98M | $125,961.41 | 6.78% |
Paul L. Moffat Arista Wealth Management LLC | 27,116 | $1.88M | $2.16M | $282,141.96 | 14.99% |
Helen Semus Semus Wealth Partners LLC | 6,034 | $494,306.97 | $475,901.58 | -$18,405.39 | -3.72% |
Thomas J. Suttner McGlone Suttner Wealth Management Inc. | 3,174 | $243,698.91 | $253,634.34 | $9,935.43 | 4.08% |
Lydia Moore MRP Capital Investments LLC | 11,380 | $833,715.08 | $908,294.7 | $74,579.62 | 8.95% |
Neil Christ Oak Hill Wealth Advisors LLC | 8,359 | $599,257.14 | $669,054.36 | $69,797.22 | 11.65% |
David Bach River Street Advisors LLC | 25,353 | $1.82M | $2.02M | $204,640.09 | 11.25% |
| AEI Amy Elizabeth Ipsen Ipsen Advisor Group LLC | 6,518 | $513,718.71 | $514,302.79 | $584.08 | 0.11% |
Moises Valladares Insigneo Advisory Services LLC | 23,083 | $1.56M | $1.84M | $283,993.47 | 18.21% |
John Canning Mi LLCreek Capital Advisors LLC | 5,917 | $370,213.41 | $472,324.52 | $102,111.11 | 27.58% |
Todd Schanel Core Wealth Management Inc. | 32,276 | $2.47M | $2.58M | $103,203.93 | 4.17% |
Scott Highmark Mosaic Family Wealth Partners LLC | 25,742 | $2.17M | $2.05M | -$111,861.48 | -5.16% |
| KLM Kate L. Miller STAR Financial Bank | 3,121 | $232,215.89 | $246,246.9 | $14,031.01 | 6.04% |
Ashley Buboltz Moran Wealth Management LLC | 16,727 | $1.47M | $1.33M | -$135,405.28 | -9.22% |
Steven Trigili Garden State Investment Advisory Services LLC | 6,645 | $449,472.09 | $530,802.6 | $81,330.51 | 18.09% |
Daniel McGlinn Grey Fox Wealth Advisors LLC | 2,908 | $255,211 | $232,102.02 | -$23,108.98 | -9.05% |