| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Justin Halverson Great Waters Wealth Management | 1,559 | $198,954.48 | $207,651 | $8,696.52 | 4.37% |
Jesse Ellington Dover Advisors LLC | 10,341 | $1.24M | $1.36M | $115,983.52 | 9.34% |
| CWP Charles W. Petredis, CFA Petredis Investment Advisors LLC | 2,914 | $390,275.78 | $391,787.3 | $1,511.52 | 0.39% |
Darren Tapley New England Capital Financial Advisors LLC | 1,248 | $135,358.66 | $161,541.12 | $26,182.46 | 19.34% |
Walter J. West Milestone Asset Management LLC | 7,937 | $1.16M | $1.07M | -$95,912.23 | -8.25% |
Paul L. Moffat Arista Wealth Management LLC | 6,447 | $1.01M | $837,852.12 | -$167,973.81 | -16.7% |
Helen Semus Semus Wealth Partners LLC | 10,008 | $1.84M | $1.35M | -$496,725.32 | -26.95% |
Curtis Packer B.O.S.S. Retirement Advisors LLC | 1,476 | $209,905.17 | $193,887.36 | -$16,017.81 | -7.63% |
Thomas J. Suttner McGlone Suttner Wealth Management Inc. | 3,865 | $536,276.55 | $501,638.35 | -$34,638.2 | -6.46% |
| TFG Tilson Financial Group Inc. Tilson Financial Group Inc. | 3,435 | $312,614.4 | $459,328.2 | $146,713.8 | 46.93% |
Neil Christ Oak Hill Wealth Advisors LLC | 2,535 | $422,432.1 | $334,746.75 | -$87,685.35 | -20.76% |
Moises Valladares Insigneo Advisory Services LLC | 160,799 | $23.82M | $20.59M | -$3.24M | -13.59% |
John Canning Mi LLCreek Capital Advisors LLC | 7,921 | $1.27M | $1.03M | -$237,974.18 | -18.78% |
| NH Nathaniel Holden Core Wealth Partners LLC | 9,181 | $1.54M | $1.2M | -$338,808.44 | -22.06% |
| TAL TFB Advisors LLC TFB Advisors LLC | 7,413 | $1.16M | $966,655.2 | -$191,107.63 | -16.51% |
Scott Highmark Mosaic Family Wealth Partners LLC | 14,734 | $2.13M | $1.91M | -$226,338.96 | -10.61% |
Scott Paschal Financial Partners Group LLC | 6,190 | $1.09M | $829,026.7 | -$257,592.33 | -23.71% |
Brendan G. Moody Watershed Private Wealth LLC | 4,557 | $668,800.78 | $612,665.86 | -$56,134.92 | -8.39% |
Robert B. LaRue Owen LaRue LLC | 1,697 | $248,754 | $224,122.79 | -$24,631.21 | -9.9% |
Ashley Buboltz Moran Wealth Management LLC | 3,033 | $662,788.08 | $389,361.37 | -$273,426.71 | -41.25% |