| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Sue Oleari Trifecta Capital Advisors LLC | 300 | $9,573 | $10,578 | $1,005 | 10.5% |
Timothy J. Videnka Forza Wealth Management LLC | 6,948 | $202,950.94 | $247,314.06 | $44,363.12 | 21.86% |
Kevin Gray Lodestar Private Asset Management LLC | 55,773 | $950,208.07 | $1.98M | $1.03M | 108.78% |
| TT Thaddeus Toal RCS Financial Planning LLC | 13,095 | $381,503.9 | $465,789.15 | $84,285.25 | 22.09% |
Joseph A. Feste KM Capital Management Ltd. | 6,207 | $210,045 | $222,458.88 | $12,413.88 | 5.91% |
Ashley Goggins Hidden Cove Wealth Management LLC | 28,414 | $809,837.09 | $1.02M | $205,679.27 | 25.4% |
Dean Pelos Commonwealth Retirement Investments LLC | 4,562 | $154,378 | $161,494.8 | $7,116.8 | 4.61% |
Matthew Keyes Heritage Wealth Partners LLC | 14,937 | $376,657.95 | $534,744.6 | $158,086.65 | 41.97% |
Andy Peters Goldstein Advisors LLC | 27,789 | $587,824.69 | $998,458.77 | $410,634.08 | 69.86% |
| JGK Jonathan G. Kasting Regimen Wealth LLC | 357,556 | $5.24M | $12.82M | $7.57M | 144.45% |
| AAL Avraham A. Levitan Glass Jacobson Investment Advisors LLC | 14,467 | $433,186.48 | $510,685.1 | $77,498.62 | 17.89% |
Salvatore Cocivera Cora Capital Advisors LLC | 7,406 | $217,092.92 | $264,690.44 | $47,597.52 | 21.92% |
Justin Halverson Great Waters Wealth Management | 46,493 | $693,049.62 | $1.66M | $968,610.2 | 139.76% |
Walter J. West Milestone Asset Management LLC | 140,706 | $4.21M | $5.06M | $841,534.11 | 19.97% |
Paul L. Moffat Arista Wealth Management LLC | 460,164 | $14.03M | $16.35M | $2.32M | 16.56% |
| JCM Jason C. Martin AllGen Financial Advisors Inc. | 61,669 | $1.54M | $2.17M | $626,558.29 | 40.58% |
Jesse Haller Compass Financial Group Inc./SD | 794,357 | $23.04M | $28.54M | $5.5M | 23.86% |
| AEI Amy Elizabeth Ipsen Ipsen Advisor Group LLC | 12,530 | $174,724.6 | $450,829.4 | $276,104.8 | 158.02% |
John Canning Mi LLCreek Capital Advisors LLC | 199,485 | $4.68M | $7.09M | $2.41M | 51.46% |
| NH Nathaniel Holden Core Wealth Partners LLC | 27,596 | $768,201.07 | $985,453.16 | $217,252.09 | 28.28% |