| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Walter J. West Milestone Asset Management LLC | 12,176 | $4.13M | $4.87M | $734,903.39 | 17.78% |
Paul L. Moffat Arista Wealth Management LLC | 7,790 | $2.75M | $3.05M | $301,290.36 | 10.96% |
Helen Semus Semus Wealth Partners LLC | 3,289 | $703,291.83 | $1.32M | $614,972.26 | 87.44% |
Curtis Packer B.O.S.S. Retirement Advisors LLC | 774 | $265,536 | $302,966.82 | $37,430.82 | 14.1% |
Thomas J. Suttner McGlone Suttner Wealth Management Inc. | 1,140 | $377,557.1 | $446,230.19 | $68,673.09 | 18.19% |
Neil Christ Oak Hill Wealth Advisors LLC | 2,179 | $689,057.08 | $852,925.97 | $163,868.89 | 23.78% |
David Bach River Street Advisors LLC | 1,752 | $560,332.94 | $685,785.34 | $125,452.4 | 22.39% |
| AEI Amy Elizabeth Ipsen Ipsen Advisor Group LLC | 1,915 | $406,995.37 | $771,400.3 | $364,404.93 | 89.54% |
Moises Valladares Insigneo Advisory Services LLC | 28,157 | $7.19M | $11.22M | $4.03M | 55.98% |
John Canning Mi LLCreek Capital Advisors LLC | 8,385 | $2.55M | $3.28M | $728,971.96 | 28.55% |
| NH Nathaniel Holden Core Wealth Partners LLC | 6,407 | $1.79M | $2.51M | $715,709.37 | 39.94% |
Konrad Czornij Manchester Global Management UKK) Ltd. | 92,913 | $22.49M | $36.81M | $14.32M | 63.7% |
David Stevens Stevens Capital Partners | 1,624 | $562,637.53 | $635,682.32 | $73,044.79 | 12.98% |
| TAL TFB Advisors LLC TFB Advisors LLC | 2,427 | $635,003.56 | $950,000.59 | $314,997.03 | 49.61% |
Dana Anspach Sensible Money LLC | 852 | $241,678.18 | $343,083.36 | $101,405.18 | 41.96% |
Scott Highmark Mosaic Family Wealth Partners LLC | 8,854 | $2.9M | $3.47M | $562,435.37 | 19.37% |
Brendan G. Moody Watershed Private Wealth LLC | 4,852 | $1.15M | $1.94M | $789,163.46 | 68.59% |
| DCB David C. Bensch Evergreen Wealth Management LLC | 11,396 | $2.6M | $4.56M | $1.96M | 75.21% |
| KLM Kate L. Miller STAR Financial Bank | 917 | $313,148.27 | $367,992.1 | $54,843.83 | 17.51% |
Ashley Buboltz Moran Wealth Management LLC | 79,975 | $27.17M | $31.3M | $4.13M | 15.21% |