| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Bepin Serraj Richard W. Paul & Associates LLC | 5,101 | $391,904.09 | $946,133.48 | $554,229.39 | 141.42% |
Jeffrey Hanson Breakwater Capital Group | 7,035 | $527,363.35 | $1.3M | $774,744.8 | 146.91% |
Kyle Kelley Family Capital Management Inc. | 6,895 | $540,025.45 | $1.31M | $765,301.47 | 141.72% |
| AAL Avraham A. Levitan Glass Jacobson Investment Advisors LLC | 3,702 | $305,776.97 | $683,019 | $377,242.03 | 123.37% |
Joyce A. Kruzan Kaydan Wealth Management Inc. | 7,135 | $624,324.09 | $1.35M | $725,261.16 | 116.17% |
| CWP Charles W. Petredis, CFA Petredis Investment Advisors LLC | 277,210 | $18.71M | $52.49M | $33.77M | 180.47% |
Walter J. West Milestone Asset Management LLC | 5,884 | $890,234.6 | $1.11M | $222,959.36 | 25.05% |
Paul L. Moffat Arista Wealth Management LLC | 5,814 | $657,650.61 | $1.08M | $421,544.07 | 64.1% |
David Bach River Street Advisors LLC | 1,214 | $231,292 | $227,467.18 | -$3,824.82 | -1.65% |
Moises Valladares Insigneo Advisory Services LLC | 21,775 | $2.64M | $3.99M | $1.36M | 51.45% |
John Canning Mi LLCreek Capital Advisors LLC | 41,084 | $4.7M | $7.63M | $2.93M | 62.37% |
David Stevens Stevens Capital Partners | 2,137 | $258,005.63 | $398,443.65 | $140,438.02 | 54.43% |
Jarrod Musick Destiny Capital Corp./ Co. | 48,244 | $3.02M | $9.07M | $6.05M | 200.17% |
| KLM Kate L. Miller STAR Financial Bank | 5,287 | $328,957.14 | $1M | $671,343.26 | 204.08% |
Kyle Moore Quarry Hill Advisors LLC | 1,237 | $235,680 | $232,005.53 | -$3,674.47 | -1.56% |
Steven Trigili Garden State Investment Advisory Services LLC | 2,249 | $272,404.23 | $416,942.11 | $144,537.88 | 53.06% |
Daniel McGlinn Grey Fox Wealth Advisors LLC | 1,126 | $214,526 | $210,381.84 | -$4,144.16 | -1.93% |
Jeffrey Rosenthal Viawealth LLC | 3,275 | $368,323.42 | $613,702.25 | $245,378.83 | 66.62% |
| BBW Beacon Bridge Wealth Partners LLC Beacon Bridge Wealth Partners LLC | 7,644 | $1.07M | $1.45M | $371,924.22 | 34.63% |
| FFL Financial Freedom LLC Financial Freedom LLC | 6,192 | $670,497.85 | $1.17M | $500,347.43 | 74.62% |