| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| TAB Thomas A. Burke Syntegra Private Wealth Group LLC | 2,486 | $358,943.26 | $499,611.42 | $140,668.16 | 39.19% |
Jeffrey Hanson Breakwater Capital Group | 9,855 | $1.84M | $1.98M | $137,181.35 | 7.44% |
Nathan Blair Palo Alto Wealth Advisors LLC | 5,343 | $418,965.37 | $1.06M | $644,879.36 | 153.92% |
| AAL Avraham A. Levitan Glass Jacobson Investment Advisors LLC | 4,682 | $178,751.42 | $940,941.54 | $762,190.12 | 426.4% |
Darren Tapley New England Capital Financial Advisors LLC | 175 | $9,367.87 | $35,169.75 | $25,801.88 | 275.43% |
Walter J. West Milestone Asset Management LLC | 22,465 | $3.7M | $4.51M | $813,475.74 | 21.98% |
Paul L. Moffat Arista Wealth Management LLC | 3,208 | $469,266.42 | $644,711.76 | $175,445.34 | 37.39% |
Helen Semus Semus Wealth Partners LLC | 5,521 | $732,291.36 | $1.11M | $373,620.15 | 51.02% |
Thomas J. Suttner McGlone Suttner Wealth Management Inc. | 5,310 | $444,631.46 | $1.07M | $622,519.24 | 140.01% |
Lydia Moore MRP Capital Investments LLC | 15,392 | $448,052.94 | $3.09M | $2.65M | 590.39% |
Jesse Haller Compass Financial Group Inc./SD | 1,456 | $272,345 | $291,935.28 | $19,590.28 | 7.19% |
Moises Valladares Insigneo Advisory Services LLC | 56,381 | $4.68M | $11.19M | $6.51M | 139.12% |
| NH Nathaniel Holden Core Wealth Partners LLC | 8,467 | $1.38M | $1.77M | $388,232.89 | 28.16% |
David Stevens Stevens Capital Partners | 2,322 | $270,950 | $466,652.34 | $195,702.34 | 72.23% |
Scott Highmark Mosaic Family Wealth Partners LLC | 8,457 | $986,650 | $1.7M | $712,953.29 | 72.26% |
Brendan G. Moody Watershed Private Wealth LLC | 4,255 | $767,146.59 | $853,148.77 | $86,002.18 | 11.21% |
Robert B. LaRue Owen LaRue LLC | 68,102 | $1.72M | $13.69M | $11.97M | 695.74% |
Ashley Buboltz Moran Wealth Management LLC | 18,381 | $2.35M | $3.69M | $1.35M | 57.34% |
Steven Trigili Garden State Investment Advisory Services LLC | 31,614 | $1.42M | $6.35M | $4.93M | 347% |
Kun Gao Sherbrooke Park Advisers LLC | 1,831 | $332,918.47 | $382,074.77 | $49,156.3 | 14.77% |