| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Walter J. West Milestone Asset Management LLC | 12,480 | $4.39M | $5.08M | $689,333.57 | 15.72% |
Helen Semus Semus Wealth Partners LLC | 2,571 | $1.11M | $1.05M | -$55,783.68 | -5.03% |
Curtis Packer B.O.S.S. Retirement Advisors LLC | 1,378 | $787,213.92 | $548,774.72 | -$238,439.2 | -30.29% |
Thomas J. Suttner McGlone Suttner Wealth Management Inc. | 1,338 | $593,110.74 | $536,832.36 | -$56,278.38 | -9.49% |
Lydia Moore MRP Capital Investments LLC | 273 | $135,053.14 | $109,418.4 | -$25,634.74 | -18.98% |
Neil Christ Oak Hill Wealth Advisors LLC | 2,630 | $1.33M | $1.05M | -$283,024.07 | -21.25% |
Moises Valladares Insigneo Advisory Services LLC | 9,343 | $4.13M | $3.75M | -$371,092.68 | -9% |
John Canning Mi LLCreek Capital Advisors LLC | 4,134 | $1.75M | $1.66M | -$88,667.4 | -5.07% |
David Stevens Stevens Capital Partners | 566 | $235,187 | $225,403.84 | -$9,783.16 | -4.16% |
Scott Highmark Mosaic Family Wealth Partners LLC | 3,622 | $1.56M | $1.45M | -$109,483.1 | -7.02% |
Scott Paschal Financial Partners Group LLC | 31,037 | $11.38M | $12.76M | $1.38M | 12.12% |
Brendan G. Moody Watershed Private Wealth LLC | 578 | $240,249 | $235,084.16 | -$5,164.84 | -2.15% |
| DCB David C. Bensch Evergreen Wealth Management LLC | 6,021 | $2.68M | $2.48M | -$200,275.36 | -7.46% |
Ashley Buboltz Moran Wealth Management LLC | 1,446 | $510,778.13 | $579,368.82 | $68,590.69 | 13.43% |
Steven Trigili Garden State Investment Advisory Services LLC | 597 | $248,311 | $239,576.1 | -$8,734.9 | -3.52% |
| LK Lenny Kisin Applied Capital LLC/FL | 6,522 | $3.01M | $2.67M | -$342,134.95 | -11.36% |
Jeffrey Rosenthal Viawealth LLC | 7,422 | $3.83M | $2.96M | -$874,879.41 | -22.82% |
| SL Sarah Ludden Clifford Group LLC | 1,120 | $520,844.5 | $459,368 | -$61,476.5 | -11.8% |
Andrew Lewis Genesis Private Wealth LLC | 506 | $210,363 | $202,733.96 | -$7,629.04 | -3.63% |
Kevin King LEGACY FINANCIAL GROUP Inc. | 526 | $218,621 | $214,881.52 | -$3,739.48 | -1.71% |