| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Robin Sherwood HTG Investment Advisors Inc. | 2,823 | $309,930.68 | $407,612.97 | $97,682.29 | 31.52% |
| AWL Atlas Wealth LLC Atlas Wealth LLC | 2,687 | $393,780 | $348,960.69 | -$44,819.31 | -11.38% |
Bepin Serraj Richard W. Paul & Associates LLC | 2,522 | $371,011.06 | $370,582.68 | -$428.38 | -0.12% |
| TAB Thomas A. Burke Syntegra Private Wealth Group LLC | 2,970 | $476,636.8 | $385,713.9 | -$90,922.9 | -19.08% |
Jeffrey Hanson Breakwater Capital Group | 27,679 | $3.29M | $3.59M | $307,942.87 | 9.37% |
Kyle Kelley Family Capital Management Inc. | 1,794 | $366,192.03 | $232,986.78 | -$133,205.25 | -36.38% |
Nathan Blair Palo Alto Wealth Advisors LLC | 1,241 | $123,032.69 | $161,168.67 | $38,135.98 | 31% |
| AAL Avraham A. Levitan Glass Jacobson Investment Advisors LLC | 600 | $102,234.37 | $77,922 | -$24,312.37 | -23.78% |
Joyce A. Kruzan Kaydan Wealth Management Inc. | 4,110 | $363,361.75 | $533,765.7 | $170,403.95 | 46.9% |
Justin Halverson Great Waters Wealth Management | 1,559 | $198,954.48 | $202,467.33 | $3,512.85 | 1.77% |
Jesse Ellington Dover Advisors LLC | 10,341 | $1.24M | $1.52M | $277,096.3 | 22.3% |
| CWP Charles W. Petredis, CFA Petredis Investment Advisors LLC | 2,914 | $390,275.78 | $378,441.18 | -$11,834.6 | -3.03% |
Darren Tapley New England Capital Financial Advisors LLC | 1,248 | $135,358.66 | $162,077.76 | $26,719.1 | 19.74% |
Walter J. West Milestone Asset Management LLC | 27,689 | $4.06M | $3.6M | -$461,968.57 | -11.38% |
Paul L. Moffat Arista Wealth Management LLC | 6,447 | $1.01M | $837,271.89 | -$168,554.04 | -16.76% |
Helen Semus Semus Wealth Partners LLC | 10,008 | $1.84M | $1.47M | -$372,325.88 | -20.2% |
Curtis Packer B.O.S.S. Retirement Advisors LLC | 1,476 | $209,905.17 | $191,688.12 | -$18,217.05 | -8.68% |
Thomas J. Suttner McGlone Suttner Wealth Management Inc. | 2,943 | $409,692.98 | $382,207.41 | -$27,485.57 | -6.71% |
| TFG Tilson Financial Group Inc. Tilson Financial Group Inc. | 3,435 | $312,614.4 | $446,103.45 | $133,489.05 | 42.7% |
Neil Christ Oak Hill Wealth Advisors LLC | 2,535 | $422,432.1 | $329,220.45 | -$93,211.65 | -22.07% |