| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Kyle Kelley Family Capital Management Inc. | 28,226 | $687,815.01 | $830,600.86 | $142,785.85 | 20.76% |
| AAL Avraham A. Levitan Glass Jacobson Investment Advisors LLC | 1,957 | $74,530.92 | $57,751.07 | -$16,779.85 | -22.51% |
Justin Halverson Great Waters Wealth Management | 25,381 | $1.26M | $749,627.83 | -$505,703.4 | -40.28% |
Jesse Ellington Dover Advisors LLC | 11,398 | $292,010.39 | $336,468.96 | $44,458.57 | 15.22% |
Darren Tapley New England Capital Financial Advisors LLC | 5,713 | $285,222.32 | $168,904.84 | -$116,317.48 | -40.78% |
Walter J. West Milestone Asset Management LLC | 8,474 | $211,003.73 | $249,474.56 | $38,470.83 | 18.23% |
Paul L. Moffat Arista Wealth Management LLC | 71,676 | $1.74M | $2.12M | $381,065.7 | 21.93% |
Helen Semus Semus Wealth Partners LLC | 11,093 | $498,546.69 | $327,853.61 | -$170,693.08 | -34.24% |
Thomas J. Suttner McGlone Suttner Wealth Management Inc. | 19,486 | $540,244.52 | $577,272.75 | $37,028.23 | 6.85% |
Lydia Moore MRP Capital Investments LLC | 47,847 | $1.2M | $1.41M | $212,005.73 | 17.64% |
Neil Christ Oak Hill Wealth Advisors LLC | 8,162 | $216,507.66 | $240,493.33 | $23,985.67 | 11.08% |
Moises Valladares Insigneo Advisory Services LLC | 54,629 | $1.65M | $1.61M | -$35,313.03 | -2.14% |
| NH Nathaniel Holden Core Wealth Partners LLC | 11,587 | $389,617.32 | $342,859.33 | -$46,757.99 | -12% |
Scott Highmark Mosaic Family Wealth Partners LLC | 62,835 | $2.18M | $1.86M | -$326,783.05 | -14.96% |
Steven Trigili Garden State Investment Advisory Services LLC | 20,511 | $530,910.36 | $605,997.49 | $75,087.13 | 14.14% |
Andrew Lewis Genesis Private Wealth LLC | 11,761 | $301,984.58 | $347,949.18 | $45,964.6 | 15.22% |
Andrew T. Gardener Tanglewood Legacy Advisors LLC | 2,072 | $96,744.7 | $61,269.04 | -$35,475.66 | -36.67% |
Richard W. Lowrie Park Edge Advisors LLC | 20,416 | $1.03M | $601,557.44 | -$431,865.49 | -41.79% |
| DFG Delta Financial Group Inc. Delta Financial Group Inc. | 97,540 | $2.59M | $2.88M | $295,620.38 | 11.43% |
Ryan J. Warner C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors | 35,929 | $900,856 | $1.06M | $161,205.24 | 17.89% |