| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Matthew Keyes Heritage Wealth Partners LLC | 1,613 | $206,747.6 | $261,241.5 | $54,493.9 | 26.36% |
Bill Scoggins First Citizens Asset Management Inc. | 6,011 | $700,068.27 | $973,541.62 | $273,473.35 | 39.06% |
Bepin Serraj Richard W. Paul & Associates LLC | 15,110 | $2.16M | $2.5M | $340,181.89 | 15.73% |
| TAB Thomas A. Burke Syntegra Private Wealth Group LLC | 3,453 | $374,587.25 | $559,247.91 | $184,660.66 | 49.3% |
Jeffrey Hanson Breakwater Capital Group | 2,875 | $371,883.47 | $465,635.03 | $93,751.56 | 25.21% |
| AAL Avraham A. Levitan Glass Jacobson Investment Advisors LLC | 8,812 | $954,629.78 | $1.43M | $472,561.83 | 49.5% |
Salvatore Cocivera Cora Capital Advisors LLC | 1,428 | $201,277 | $231,278.89 | $30,001.89 | 14.91% |
Jesse Ellington Dover Advisors LLC | 1,916 | $247,040.39 | $317,327.92 | $70,287.53 | 28.45% |
Walter J. West Milestone Asset Management LLC | 4,687 | $740,792 | $759,106.57 | $18,314.57 | 2.47% |
Helen Semus Semus Wealth Partners LLC | 3,741 | $416,039.85 | $619,584.42 | $203,544.57 | 48.92% |
Thomas J. Suttner McGlone Suttner Wealth Management Inc. | 39,351 | $4.4M | $6.37M | $1.98M | 45% |
| TFG Tilson Financial Group Inc. Tilson Financial Group Inc. | 62,351 | $8.04M | $10.1M | $2.06M | 25.66% |
Jesse Haller Compass Financial Group Inc./SD | 6,584 | $712,921.45 | $1.09M | $375,413.75 | 52.66% |
Neil Christ Oak Hill Wealth Advisors LLC | 142,348 | $18.28M | $23.05M | $4.78M | 26.15% |
David Bach River Street Advisors LLC | 6,901 | $762,087.95 | $1.12M | $355,598.08 | 46.66% |
| AEI Amy Elizabeth Ipsen Ipsen Advisor Group LLC | 4,259 | $461,902.48 | $689,787.68 | $227,885.2 | 49.34% |
John Canning Mi LLCreek Capital Advisors LLC | 26,591 | $3.16M | $4.31M | $1.14M | 36.13% |
David Stevens Stevens Capital Partners | 13,577 | $2.07M | $2.25M | $175,894.5 | 8.49% |
Michael Radoff LGT Financial Advisors LLC | 1,233 | $137,130.5 | $199,696.69 | $62,566.19 | 45.63% |
| TAL TFB Advisors LLC TFB Advisors LLC | 29,787 | $4.06M | $4.92M | $861,956.9 | 21.22% |