| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Kevin Gray Lodestar Private Asset Management LLC | 12,419 | $776,588.42 | $1.07M | $297,034.13 | 38.25% |
Amy Ardeel Icon Wealth Advisors LLC | 11,188 | $777,494.42 | $997,633.96 | $220,139.54 | 28.31% |
Ashley Goggins Hidden Cove Wealth Management LLC | 6,846 | $496,742.74 | $591,836.7 | $95,093.96 | 19.14% |
Andy Peters Goldstein Advisors LLC | 4,471 | $374,017.17 | $386,517.95 | $12,500.78 | 3.34% |
Bepin Serraj Richard W. Paul & Associates LLC | 5,396 | $222,023.84 | $470,720.06 | $248,696.22 | 112.01% |
Jeffrey Hanson Breakwater Capital Group | 19,230 | $918,532.65 | $1.66M | $743,900.85 | 80.99% |
Kyle Kelley Family Capital Management Inc. | 4,061 | $323,296.09 | $351,073.45 | $27,777.36 | 8.59% |
| AAL Avraham A. Levitan Glass Jacobson Investment Advisors LLC | 76 | $5,347.89 | $6,570.2 | $1,222.31 | 22.86% |
Justin Halverson Great Waters Wealth Management | 3,811 | $228,741.67 | $329,460.95 | $100,719.28 | 44.03% |
Darren Tapley New England Capital Financial Advisors LLC | 839 | $34,126.66 | $72,531.55 | $38,404.89 | 112.54% |
Paul L. Moffat Arista Wealth Management LLC | 15,791 | $1.27M | $1.37M | $91,440.99 | 7.18% |
Curtis Packer B.O.S.S. Retirement Advisors LLC | 7,874 | $590,827.56 | $680,707.3 | $89,879.74 | 15.21% |
Thomas J. Suttner McGlone Suttner Wealth Management Inc. | 15,052 | $965,030.82 | $1.3M | $336,214.58 | 34.84% |
Neil Christ Oak Hill Wealth Advisors LLC | 4,763 | $335,052.96 | $411,761.35 | $76,708.39 | 22.89% |
Moises Valladares Insigneo Advisory Services LLC | 18,285 | $1.1M | $1.58M | $477,812.71 | 43.32% |
John Canning Mi LLCreek Capital Advisors LLC | 4,209 | $325,523.88 | $363,868.05 | $38,344.17 | 11.78% |
| NH Nathaniel Holden Core Wealth Partners LLC | 3,373 | $313,825.24 | $291,595.85 | -$22,229.39 | -7.08% |
Scott Highmark Mosaic Family Wealth Partners LLC | 30,479 | $2.3M | $2.72M | $419,931.16 | 18.27% |
Brendan G. Moody Watershed Private Wealth LLC | 3,133 | $291,996 | $270,847.85 | -$21,148.15 | -7.24% |
| KLM Kate L. Miller STAR Financial Bank | 8,574 | $510,015.76 | $747,952.89 | $237,937.13 | 46.65% |