| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| RWA Rooted Wealth Advisors Inc. Rooted Wealth Advisors Inc. | 21,758 | $1.84M | $1.54M | -$300,074.32 | -16.35% |
Dean Pelos Commonwealth Retirement Investments LLC | 2,669 | $238,307.36 | $188,351.33 | -$49,956.03 | -20.96% |
Matthew Keyes Heritage Wealth Partners LLC | 2,950 | $199,089.6 | $215,423.75 | $16,334.15 | 8.2% |
Andy Peters Goldstein Advisors LLC | 5,540 | $406,148.95 | $390,957.8 | -$15,191.15 | -3.74% |
Bepin Serraj Richard W. Paul & Associates LLC | 17,087 | $752,545.23 | $1.21M | $453,284.36 | 60.23% |
Jeffrey Hanson Breakwater Capital Group | 7,156 | $451,876.17 | $504,998.92 | $53,122.75 | 11.76% |
Nathan Blair Palo Alto Wealth Advisors LLC | 2,500 | $240,107.64 | $182,215.5 | -$57,892.14 | -24.11% |
| AAL Avraham A. Levitan Glass Jacobson Investment Advisors LLC | 1,917 | $158,057.87 | $135,282.69 | -$22,775.18 | -14.41% |
Jesse Ellington Dover Advisors LLC | 17,048 | $1.23M | $1.2M | -$25,948.25 | -2.11% |
| CWP Charles W. Petredis, CFA Petredis Investment Advisors LLC | 78,984 | $2.54M | $5.75M | $3.21M | 126.2% |
Darren Tapley New England Capital Financial Advisors LLC | 1,605 | $54,667.63 | $113,264.85 | $58,597.22 | 107.19% |
Walter J. West Milestone Asset Management LLC | 9,878 | $949,769.73 | $697,090.46 | -$252,679.27 | -26.6% |
Paul L. Moffat Arista Wealth Management LLC | 9,786 | $940,923.98 | $690,598.02 | -$250,325.96 | -26.6% |
Helen Semus Semus Wealth Partners LLC | 23,908 | $1.1M | $1.74M | $636,933.99 | 57.69% |
Thomas J. Suttner McGlone Suttner Wealth Management Inc. | 6,123 | $464,100.8 | $432,100.11 | -$32,000.69 | -6.9% |
Lydia Moore MRP Capital Investments LLC | 20 | $2,678.26 | $1,411.4 | -$1,266.86 | -47.3% |
David Bach River Street Advisors LLC | 15,723 | $1.5M | $1.11M | -$391,082.51 | -26.06% |
Moises Valladares Insigneo Advisory Services LLC | 354,981 | $24.76M | $25.72M | $959,813.15 | 3.88% |
John Canning Mi LLCreek Capital Advisors LLC | 5,961 | $562,636.35 | $420,667.77 | -$141,968.58 | -25.23% |
| NH Nathaniel Holden Core Wealth Partners LLC | 15,852 | $1.38M | $1.12M | -$265,125.88 | -19.16% |