| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Helen Semus Semus Wealth Partners LLC | 3,289 | $703,291.83 | $1.19M | $488,641.74 | 69.48% |
Curtis Packer B.O.S.S. Retirement Advisors LLC | 774 | $265,536 | $283,384.62 | $17,848.62 | 6.72% |
Thomas J. Suttner McGlone Suttner Wealth Management Inc. | 1,119 | $370,009.79 | $409,699.47 | $39,689.68 | 10.73% |
Neil Christ Oak Hill Wealth Advisors LLC | 2,179 | $689,057.08 | $797,797.27 | $108,740.19 | 15.78% |
David Bach River Street Advisors LLC | 1,752 | $560,332.94 | $641,459.76 | $81,126.82 | 14.48% |
| AEI Amy Elizabeth Ipsen Ipsen Advisor Group LLC | 1,915 | $406,995.37 | $701,138.95 | $294,143.58 | 72.27% |
Moises Valladares Insigneo Advisory Services LLC | 23,979 | $5.76M | $8.78M | $3.02M | 52.45% |
John Canning Mi LLCreek Capital Advisors LLC | 8,385 | $2.55M | $3.07M | $516,831.54 | 20.24% |
| NH Nathaniel Holden Core Wealth Partners LLC | 6,407 | $1.79M | $2.35M | $553,612.33 | 30.89% |
Konrad Czornij Manchester Global Management UKK) Ltd. | 92,913 | $22.49M | $34.02M | $11.53M | 51.29% |
David Stevens Stevens Capital Partners | 1,624 | $562,637.53 | $588,537.58 | $25,900.05 | 4.6% |
| TAL TFB Advisors LLC TFB Advisors LLC | 2,427 | $635,003.56 | $896,994.93 | $261,991.37 | 41.26% |
Dana Anspach Sensible Money LLC | 852 | $241,678.18 | $311,942.76 | $70,264.58 | 29.07% |
Scott Highmark Mosaic Family Wealth Partners LLC | 8,854 | $2.9M | $3.27M | $369,064.1 | 12.71% |
Brendan G. Moody Watershed Private Wealth LLC | 4,852 | $1.15M | $1.78M | $625,990.7 | 54.41% |
| DCB David C. Bensch Evergreen Wealth Management LLC | 11,396 | $2.6M | $4.17M | $1.57M | 60.43% |
| KLM Kate L. Miller STAR Financial Bank | 917 | $313,148.27 | $332,320.79 | $19,172.52 | 6.12% |
Ashley Buboltz Moran Wealth Management LLC | 79,975 | $27.17M | $29.56M | $2.39M | 8.78% |
Steven Trigili Garden State Investment Advisory Services LLC | 2,459 | $601,296.98 | $900,313.67 | $299,016.69 | 49.73% |
Daniel McGlinn Grey Fox Wealth Advisors LLC | 2,215 | $762,397.8 | $810,977.95 | $48,580.15 | 6.37% |