| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| AWL Atlas Wealth LLC Atlas Wealth LLC | 6,172 | $1.14M | $911,048.92 | -$229,475.08 | -20.12% |
Bepin Serraj Richard W. Paul & Associates LLC | 6,166 | $869,399.78 | $1.04M | $165,686.64 | 19.06% |
| TAB Thomas A. Burke Syntegra Private Wealth Group LLC | 2,347 | $284,008.34 | $346,440.67 | $62,432.33 | 21.98% |
Jeffrey Hanson Breakwater Capital Group | 5,754 | $726,027.18 | $849,347.94 | $123,320.76 | 16.99% |
| AAL Avraham A. Levitan Glass Jacobson Investment Advisors LLC | 193 | $30,235.85 | $28,488.73 | -$1,747.12 | -5.78% |
Salvatore Cocivera Cora Capital Advisors LLC | 1,160 | $214,442 | $171,227.6 | -$43,214.4 | -20.15% |
| CWP Charles W. Petredis, CFA Petredis Investment Advisors LLC | 15,087 | $1.73M | $2.23M | $500,258.62 | 28.97% |
Darren Tapley New England Capital Financial Advisors LLC | 345 | $42,012.34 | $50,925.45 | $8,913.11 | 21.22% |
Walter J. West Milestone Asset Management LLC | 6,479 | $834,368.65 | $956,365.19 | $121,996.54 | 14.62% |
Curtis Packer B.O.S.S. Retirement Advisors LLC | 1,999 | $324,493.73 | $295,072.39 | -$29,421.34 | -9.07% |
Thomas J. Suttner McGlone Suttner Wealth Management Inc. | 5,503 | $850,805.3 | $812,297.83 | -$38,507.47 | -4.53% |
Neil Christ Oak Hill Wealth Advisors LLC | 4,563 | $705,650.4 | $673,544.43 | -$32,105.97 | -4.55% |
David Bach River Street Advisors LLC | 10,074 | $1.24M | $1.49M | $249,416.24 | 20.15% |
Moises Valladares Insigneo Advisory Services LLC | 7,628 | $1.08M | $1.13M | $50,227.76 | 4.67% |
| NH Nathaniel Holden Core Wealth Partners LLC | 3,278 | $393,921.59 | $483,865.58 | $89,943.99 | 22.83% |
| TAL TFB Advisors LLC TFB Advisors LLC | 1,978 | $305,737.03 | $317,251.42 | $11,514.39 | 3.77% |
Scott Highmark Mosaic Family Wealth Partners LLC | 11,404 | $1.93M | $1.8M | -$134,630.07 | -6.97% |
Steven Trigili Garden State Investment Advisory Services LLC | 2,074 | $252,212.6 | $306,143.14 | $53,930.54 | 21.38% |
Daniel McGlinn Grey Fox Wealth Advisors LLC | 1,144 | $211,400 | $168,865.84 | -$42,534.16 | -20.12% |
Jeffrey Rosenthal Viawealth LLC | 4,830 | $553,598.89 | $712,956.3 | $159,357.41 | 28.79% |