| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Ashley Goggins Hidden Cove Wealth Management LLC | 755 | $257,470 | $250,531.64 | -$6,938.36 | -2.69% |
Andy Peters Goldstein Advisors LLC | 1,654 | $564,047 | $548,846.8 | -$15,200.2 | -2.69% |
Samuel Bridgers, III Redwood Wealth Management Group LLC | 2,367 | $377,700.51 | $785,441.59 | $407,741.08 | 107.95% |
Bepin Serraj Richard W. Paul & Associates LLC | 8 | $1,179.52 | $2,910.24 | $1,730.72 | 146.73% |
| TAB Thomas A. Burke Syntegra Private Wealth Group LLC | 1,356 | $462,423 | $449,961.47 | -$12,461.53 | -2.69% |
| AAL Avraham A. Levitan Glass Jacobson Investment Advisors LLC | 610 | $208,023 | $202,416.29 | -$5,606.71 | -2.7% |
Jesse Ellington Dover Advisors LLC | 18,712 | $2.5M | $6.81M | $4.3M | 171.88% |
| CWP Charles W. Petredis, CFA Petredis Investment Advisors LLC | 13,923 | $2.38M | $4.62M | $2.24M | 94.26% |
Darren Tapley New England Capital Financial Advisors LLC | 24 | $4,420.81 | $7,963.92 | $3,543.11 | 80.15% |
Walter J. West Milestone Asset Management LLC | 693 | $236,327 | $229,958.18 | -$6,368.82 | -2.69% |
Paul L. Moffat Arista Wealth Management LLC | 3,452 | $704,325.47 | $1.15M | $441,151.66 | 62.63% |
Helen Semus Semus Wealth Partners LLC | 3,379 | $531,201 | $1.23M | $698,011.62 | 131.4% |
Thomas J. Suttner McGlone Suttner Wealth Management Inc. | 1,981 | $296,954.44 | $657,355.21 | $360,400.77 | 121.37% |
Lydia Moore MRP Capital Investments LLC | 10,900 | $1.51M | $3.97M | $2.46M | 163.28% |
Moises Valladares Insigneo Advisory Services LLC | 37,734 | $9.74M | $14.5M | $4.76M | 48.83% |
Todd Schanel Core Wealth Management Inc. | 1,204 | $410,588.07 | $399,523.31 | -$11,064.76 | -2.69% |
| TAL TFB Advisors LLC TFB Advisors LLC | 1,905 | $323,363.73 | $684,828.45 | $361,464.72 | 111.78% |
Dana Anspach Sensible Money LLC | 1,091 | $372,053 | $362,026.52 | -$10,026.48 | -2.69% |
Scott Highmark Mosaic Family Wealth Partners LLC | 1,613 | $258,595.93 | $593,680.78 | $335,084.85 | 129.58% |
Scott Paschal Financial Partners Group LLC | 62,076 | $5.28M | $20.6M | $15.32M | 289.9% |