| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Andy Peters Goldstein Advisors LLC | 4,473 | $174,572.09 | $282,335.76 | $107,763.67 | 61.73% |
Bepin Serraj Richard W. Paul & Associates LLC | 6,228 | $260,780.4 | $393,578.46 | $132,798.06 | 50.92% |
Jeffrey Hanson Breakwater Capital Group | 45,158 | $1.78M | $2.85M | $1.07M | 60.06% |
| AAL Avraham A. Levitan Glass Jacobson Investment Advisors LLC | 9,974 | $402,272.36 | $628,611.35 | $226,338.99 | 56.27% |
Darren Tapley New England Capital Financial Advisors LLC | 196,252 | $8.03M | $12.38M | $4.35M | 54.25% |
Walter J. West Milestone Asset Management LLC | 72,981 | $4.19M | $4.61M | $416,436.18 | 9.94% |
Thomas J. Suttner McGlone Suttner Wealth Management Inc. | 10,763 | $549,778.95 | $682,589.46 | $132,810.51 | 24.16% |
| TFG Tilson Financial Group Inc. Tilson Financial Group Inc. | 8,002 | $311,591.98 | $504,206.02 | $192,614.04 | 61.82% |
David Bach River Street Advisors LLC | 39,419 | $1.71M | $2.5M | $788,124.51 | 46.05% |
Moises Valladares Insigneo Advisory Services LLC | 15,278 | $891,408.7 | $962,743.17 | $71,334.47 | 8% |
David Stevens Stevens Capital Partners | 262,126 | $13.58M | $16.62M | $3.04M | 22.38% |
Scott Highmark Mosaic Family Wealth Partners LLC | 38,475 | $2.28M | $2.43M | $145,282.13 | 6.37% |
Jarrod Musick Destiny Capital Corp./ Co. | 371,790 | $15.96M | $23.45M | $7.5M | 46.99% |
Steven Trigili Garden State Investment Advisory Services LLC | 4,743 | $204,166.13 | $299,496.73 | $95,330.6 | 46.69% |
| CAD Chelsea A. Delgado Main Street Group Ltd. | 1,654 | $93,580.79 | $104,168.92 | $10,588.13 | 11.31% |
Paul B. Ordonio Park Place Capital Corp. | 597 | $30,530.58 | $37,685.62 | $7,155.04 | 23.44% |
Sheila J. Lindsay Bensler LLC | 172,288 | $9M | $10.93M | $1.93M | 21.41% |
Jeffrey Steele Silverlake Wealth Management LLC | 8,479 | $462,239.76 | $535,406.45 | $73,166.69 | 15.83% |
Jill Batley Gateway Wealth Partners LLC | 199,142 | $11.27M | $12.53M | $1.26M | 11.16% |
| PIL PFG Investments LLC PFG Investments LLC | 26,408 | $1.39M | $1.67M | $274,594.23 | 19.74% |