| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Walter J. West Milestone Asset Management LLC | 25,514 | $2.91M | $2.99M | $75,776.1 | 2.6% |
Paul L. Moffat Arista Wealth Management LLC | 3,150 | $373,652.75 | $369,022.5 | -$4,630.25 | -1.24% |
Curtis Packer B.O.S.S. Retirement Advisors LLC | 1,813 | $192,776.3 | $212,392.95 | $19,616.65 | 10.18% |
David Bach River Street Advisors LLC | 8,299 | $316,048.68 | $972,227.85 | $656,179.17 | 207.62% |
Moises Valladares Insigneo Advisory Services LLC | 19,670 | $1.32M | $3.04M | $1.72M | 130.38% |
Konrad Czornij Manchester Global Management UKK) Ltd. | 292,956 | $40.82M | $45.21M | $4.39M | 10.77% |
| TAL TFB Advisors LLC TFB Advisors LLC | 6,590 | $659,393.71 | $969,323.1 | $309,929.39 | 47% |
Brendan G. Moody Watershed Private Wealth LLC | 13,130 | $525,939.23 | $1.54M | $1.01M | 192.46% |
Ashley Buboltz Moran Wealth Management LLC | 16,266 | $1.94M | $2.01M | $60,695.69 | 3.12% |
Steven Trigili Garden State Investment Advisory Services LLC | 1,662 | $191,711.57 | $257,909.16 | $66,197.59 | 34.53% |
Jeffrey Rosenthal Viawealth LLC | 6,282 | $372,224.81 | $974,840.76 | $602,615.95 | 161.9% |
Andrew Lewis Genesis Private Wealth LLC | 1,862 | $289,943.71 | $218,133.3 | -$71,810.41 | -24.77% |
Andrew T. Gardener Tanglewood Legacy Advisors LLC | 80 | $9,490 | $12,124.8 | $2,634.8 | 27.76% |
| CWM Compass Wealth Management LLC Compass Wealth Management LLC | 18,982 | $2.17M | $2.88M | $709,546.92 | 32.74% |
Ira Ravitz Beverly Hills Private Wealth LLC | 4,663 | $184,698.64 | $706,724.28 | $522,025.64 | 282.64% |
| DFG Delta Financial Group Inc. Delta Financial Group Inc. | 2,275 | $182,533.26 | $266,516.25 | $83,982.99 | 46.01% |
Ryan J. Warner C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors | 4,552 | $463,927.83 | $533,266.8 | $69,338.97 | 14.95% |
| CAD Chelsea A. Delgado Main Street Group Ltd. | 950 | $112,245 | $111,292.5 | -$952.5 | -0.85% |
Paul B. Ordonio Park Place Capital Corp. | 2,054 | $219,102.35 | $316,973.3 | $97,870.95 | 44.67% |
Kevin Kroskey True Wealth Design LLC | 108 | $14,245.16 | $12,652.2 | -$1,592.96 | -11.18% |