| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Joyce A. Kruzan Kaydan Wealth Management Inc. | 6,569 | $322,572.34 | $774,090.96 | $451,518.62 | 139.97% |
Justin Halverson Great Waters Wealth Management | 3,956 | $272,042.89 | $471,238.72 | $199,195.83 | 73.22% |
Jesse Ellington Dover Advisors LLC | 7,300 | $547,691.61 | $868,992 | $321,300.39 | 58.66% |
Darren Tapley New England Capital Financial Advisors LLC | 8,038 | $388,427.01 | $955,436.87 | $567,009.86 | 145.98% |
Kelly Christopher Significant Wealth Partners LLC | 3,339 | $276,574.33 | $393,467.76 | $116,893.43 | 42.26% |
Walter J. West Milestone Asset Management LLC | 13,498 | $1.5M | $1.59M | $88,679.59 | 5.9% |
Paul L. Moffat Arista Wealth Management LLC | 17,767 | $1.67M | $2.1M | $436,960.77 | 26.22% |
Helen Semus Semus Wealth Partners LLC | 10,433 | $539,964.82 | $1.23M | $690,816.19 | 127.94% |
| JCM Jason C. Martin AllGen Financial Advisors Inc. | 1,945 | $95,192.83 | $230,585.2 | $135,392.37 | 142.23% |
Curtis Packer B.O.S.S. Retirement Advisors LLC | 4,018 | $383,707.41 | $478,302.72 | $94,595.31 | 24.65% |
Thomas J. Suttner McGlone Suttner Wealth Management Inc. | 24,965 | $1.97M | $2.97M | $1.01M | 51.18% |
| SS Sasha Stewart Marmo Financial Group LLC | 1,737 | $215,896 | $206,277.43 | -$9,618.57 | -4.46% |
Lydia Moore MRP Capital Investments LLC | 27,992 | $1.56M | $3.32M | $1.76M | 112.76% |
Jesse Haller Compass Financial Group Inc./SD | 15,482 | $824,242.67 | $1.82M | $1M | 121.4% |
Neil Christ Oak Hill Wealth Advisors LLC | 7,933 | $717,253.48 | $944,106.33 | $226,852.85 | 31.63% |
David Bach River Street Advisors LLC | 12,156 | $679,873.05 | $1.44M | $758,424.87 | 111.55% |
| AEI Amy Elizabeth Ipsen Ipsen Advisor Group LLC | 19,071 | $1M | $2.25M | $1.25M | 125.15% |
Moises Valladares Insigneo Advisory Services LLC | 65,232 | $4.81M | $7.75M | $2.94M | 61.1% |
John Canning Mi LLCreek Capital Advisors LLC | 7,256 | $433,954.56 | $859,110.4 | $425,155.84 | 97.97% |
| NH Nathaniel Holden Core Wealth Partners LLC | 14,226 | $1.13M | $1.69M | $561,134.14 | 49.69% |