| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Thomas J. Suttner McGlone Suttner Wealth Management Inc. | 20,391 | $863,367.53 | $954,502.71 | $91,135.18 | 10.56% |
| TFG Tilson Financial Group Inc. Tilson Financial Group Inc. | 10,775 | $427,309.05 | $504,377.75 | $77,068.7 | 18.04% |
Neil Christ Oak Hill Wealth Advisors LLC | 16,289 | $657,984.24 | $762,488.09 | $104,503.85 | 15.88% |
David Bach River Street Advisors LLC | 10,407 | $522,431.8 | $487,151.67 | -$35,280.13 | -6.75% |
Moises Valladares Insigneo Advisory Services LLC | 34,656 | $1.35M | $1.68M | $328,689.28 | 24.32% |
John Canning Mi LLCreek Capital Advisors LLC | 4,733 | $237,597 | $221,551.73 | -$16,045.27 | -6.75% |
| NH Nathaniel Holden Core Wealth Partners LLC | 16,656 | $698,411.36 | $779,667.36 | $81,256 | 11.63% |
David Stevens Stevens Capital Partners | 26,874 | $1.14M | $1.26M | $126,578.67 | 11.12% |
Michael Radoff LGT Financial Advisors LLC | 1,500 | $62,806.37 | $70,215 | $7,408.63 | 11.8% |
| TAL TFB Advisors LLC TFB Advisors LLC | 10,546 | $448,219.86 | $492,287.28 | $44,067.42 | 9.83% |
Scott Highmark Mosaic Family Wealth Partners LLC | 20,109 | $884,921.5 | $942,709.92 | $57,788.42 | 6.53% |
Scott Paschal Financial Partners Group LLC | 41,059 | $1.5M | $1.92M | $424,539.36 | 28.35% |
| EFM Eley Financial Management Inc. Eley Financial Management Inc. | 22,952 | $914,327.25 | $1.08M | $165,105.31 | 18.06% |
Steven Trigili Garden State Investment Advisory Services LLC | 16,659 | $663,387.08 | $783,472.77 | $120,085.69 | 18.1% |
Andrew Lewis Genesis Private Wealth LLC | 7,684 | $371,690.68 | $359,688.04 | -$12,002.64 | -3.23% |
Kevin King LEGACY FINANCIAL GROUP Inc. | 5,513 | $242,205.92 | $258,063.53 | $15,857.61 | 6.55% |
Andrew T. Gardener Tanglewood Legacy Advisors LLC | 224 | $9,124 | $10,539.2 | $1,415.2 | 15.51% |
David Smith Linden Thomas Advisory Services LLC | 136,084 | $5.72M | $6.37M | $650,256 | 11.37% |
Ira Ravitz Beverly Hills Private Wealth LLC | 213,520 | $9.03M | $10.05M | $1.01M | 11.23% |
| DFG Delta Financial Group Inc. Delta Financial Group Inc. | 80,014 | $3.16M | $3.75M | $585,643.2 | 18.53% |