| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Bepin Serraj Richard W. Paul & Associates LLC | 15,110 | $2.16M | $2.43M | $262,667.59 | 12.15% |
| TAB Thomas A. Burke Syntegra Private Wealth Group LLC | 3,434 | $372,529.02 | $553,389.1 | $180,860.08 | 48.55% |
Jeffrey Hanson Breakwater Capital Group | 2,882 | $372,969.87 | $462,229.57 | $89,259.7 | 23.93% |
| AAL Avraham A. Levitan Glass Jacobson Investment Advisors LLC | 8,812 | $954,629.78 | $1.41M | $457,493.22 | 47.92% |
Salvatore Cocivera Cora Capital Advisors LLC | 1,428 | $201,277 | $229,829.46 | $28,552.46 | 14.19% |
Jesse Ellington Dover Advisors LLC | 1,916 | $247,040.39 | $308,552.64 | $61,512.25 | 24.9% |
Helen Semus Semus Wealth Partners LLC | 3,741 | $416,039.85 | $598,185.9 | $182,146.05 | 43.78% |
Thomas J. Suttner McGlone Suttner Wealth Management Inc. | 39,516 | $4.42M | $6.37M | $1.95M | 44.06% |
| TFG Tilson Financial Group Inc. Tilson Financial Group Inc. | 62,351 | $8.04M | $9.95M | $1.92M | 23.84% |
Jesse Haller Compass Financial Group Inc./SD | 6,374 | $690,197.67 | $1.02M | $329,355.5 | 47.72% |
Neil Christ Oak Hill Wealth Advisors LLC | 142,348 | $18.28M | $22.9M | $4.62M | 25.3% |
David Bach River Street Advisors LLC | 6,901 | $762,087.95 | $1.11M | $349,145.57 | 45.81% |
| AEI Amy Elizabeth Ipsen Ipsen Advisor Group LLC | 4,259 | $461,902.48 | $681,269.64 | $219,367.16 | 47.49% |
John Canning Mi LLCreek Capital Advisors LLC | 26,591 | $3.16M | $4.27M | $1.1M | 34.92% |
David Stevens Stevens Capital Partners | 13,577 | $2.07M | $2.19M | $113,711.84 | 5.49% |
Michael Radoff LGT Financial Advisors LLC | 1,233 | $137,130.5 | $198,402.03 | $61,271.53 | 44.68% |
| TAL TFB Advisors LLC TFB Advisors LLC | 29,787 | $4.06M | $4.8M | $738,936.59 | 18.19% |
Scott Highmark Mosaic Family Wealth Partners LLC | 11,766 | $1.33M | $1.89M | $559,776.2 | 42.23% |
Scott Paschal Financial Partners Group LLC | 5,270 | $702,544 | $841,144.7 | $138,600.7 | 19.73% |
| EFM Eley Financial Management Inc. Eley Financial Management Inc. | 1,432 | $226,299 | $228,847.92 | $2,548.92 | 1.13% |