| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Dean Pelos Commonwealth Retirement Investments LLC | 8,319 | $424,804.99 | $925,072.8 | $500,267.81 | 117.76% |
Andy Peters Goldstein Advisors LLC | 4,150 | $354,693.48 | $461,480 | $106,786.52 | 30.11% |
Samuel Bridgers, III Redwood Wealth Management Group LLC | 5,325 | $256,543.65 | $592,140 | $335,596.35 | 130.81% |
| AWL Atlas Wealth LLC Atlas Wealth LLC | 4,689 | $582,748.92 | $521,416.8 | -$61,332.12 | -10.52% |
Bepin Serraj Richard W. Paul & Associates LLC | 8,955 | $472,303.78 | $1.01M | $536,566.52 | 113.61% |
| TAB Thomas A. Burke Syntegra Private Wealth Group LLC | 27,737 | $1.83M | $3.08M | $1.25M | 68.24% |
Jeffrey Hanson Breakwater Capital Group | 15,747 | $889,956.08 | $1.75M | $861,110.32 | 96.76% |
| AAL Avraham A. Levitan Glass Jacobson Investment Advisors LLC | 307 | $27,737.08 | $34,138.4 | $6,401.32 | 23.08% |
| EFP Envision Financial Planning LLC Envision Financial Planning LLC | 1,776 | $220,721 | $197,491.2 | -$23,229.8 | -10.52% |
Salvatore Cocivera Cora Capital Advisors LLC | 3,288 | $312,319.26 | $365,625.6 | $53,306.34 | 17.07% |
Joyce A. Kruzan Kaydan Wealth Management Inc. | 6,569 | $322,572.34 | $730,472.8 | $407,900.46 | 126.45% |
Justin Halverson Great Waters Wealth Management | 3,978 | $273,366.76 | $442,353.6 | $168,986.84 | 61.82% |
Jesse Ellington Dover Advisors LLC | 7,300 | $547,691.61 | $816,286 | $268,594.39 | 49.04% |
Darren Tapley New England Capital Financial Advisors LLC | 8,038 | $388,427.01 | $893,825.6 | $505,398.59 | 130.11% |
Kelly Christopher Significant Wealth Partners LLC | 3,339 | $276,574.33 | $371,296.8 | $94,722.47 | 34.25% |
Walter J. West Milestone Asset Management LLC | 13,154 | $1.47M | $1.46M | -$3,854.79 | -0.26% |
Paul L. Moffat Arista Wealth Management LLC | 17,767 | $1.67M | $1.98M | $309,038.37 | 18.54% |
Helen Semus Semus Wealth Partners LLC | 10,433 | $539,964.82 | $1.18M | $635,416.96 | 117.68% |
| JCM Jason C. Martin AllGen Financial Advisors Inc. | 1,945 | $95,192.83 | $216,284 | $121,091.17 | 127.21% |
Curtis Packer B.O.S.S. Retirement Advisors LLC | 4,018 | $383,707.41 | $446,801.6 | $63,094.19 | 16.44% |