| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Nathan Blair Palo Alto Wealth Advisors LLC | 5,343 | $418,965.37 | $657,509.57 | $238,544.2 | 56.94% |
| AAL Avraham A. Levitan Glass Jacobson Investment Advisors LLC | 4,682 | $178,751.42 | $576,166.91 | $397,415.49 | 222.33% |
Darren Tapley New England Capital Financial Advisors LLC | 175 | $9,367.87 | $21,535.5 | $12,167.63 | 129.89% |
Walter J. West Milestone Asset Management LLC | 22,465 | $3.7M | $2.76M | -$936,772.45 | -25.31% |
Paul L. Moffat Arista Wealth Management LLC | 3,208 | $469,266.42 | $394,776.47 | -$74,489.95 | -15.87% |
Helen Semus Semus Wealth Partners LLC | 5,521 | $732,291.36 | $949,612 | $217,320.64 | 29.68% |
Thomas J. Suttner McGlone Suttner Wealth Management Inc. | 5,087 | $402,919.29 | $626,006.21 | $223,086.92 | 55.37% |
Lydia Moore MRP Capital Investments LLC | 15,392 | $448,052.94 | $2.65M | $2.2M | 490.87% |
Moises Valladares Insigneo Advisory Services LLC | 47,268 | $3.62M | $5.82M | $2.2M | 60.88% |
| NH Nathaniel Holden Core Wealth Partners LLC | 8,467 | $1.38M | $1.04M | -$336,627 | -24.42% |
David Stevens Stevens Capital Partners | 2,322 | $270,950 | $399,384 | $128,434 | 47.4% |
Scott Highmark Mosaic Family Wealth Partners LLC | 8,457 | $986,650 | $1.34M | $353,192.51 | 35.8% |
Brendan G. Moody Watershed Private Wealth LLC | 4,255 | $767,146.59 | $523,620.29 | -$243,526.3 | -31.74% |
Robert B. LaRue Owen LaRue LLC | 68,102 | $1.72M | $8.38M | $6.66M | 387.25% |
Ashley Buboltz Moran Wealth Management LLC | 18,381 | $2.35M | $2.91M | $564,326.8 | 24.04% |
Steven Trigili Garden State Investment Advisory Services LLC | 32,959 | $1.47M | $4.06M | $2.58M | 175.65% |
Kun Gao Sherbrooke Park Advisers LLC | 1,831 | $332,918.47 | $225,322.86 | -$107,595.61 | -32.32% |
Jeffrey Rosenthal Viawealth LLC | 1,909 | $270,902.59 | $234,921.54 | -$35,981.05 | -13.28% |
Kevin King LEGACY FINANCIAL GROUP Inc. | 3,669 | $346,757.94 | $451,507.13 | $104,749.19 | 30.21% |
Richard W. Lowrie Park Edge Advisors LLC | 10,618 | $1.51M | $1.31M | -$205,156.83 | -13.57% |