| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Robin Sherwood HTG Investment Advisors Inc. | 6,930 | $765,738.37 | $1.05M | $285,057.53 | 37.23% |
| MWL Melia Wealth LLC Melia Wealth LLC | 4,020 | $408,827.24 | $643,561.78 | $234,734.54 | 57.42% |
| TAB Thomas A. Burke Syntegra Private Wealth Group LLC | 2,875 | $314,660.99 | $446,890 | $132,229.01 | 42.02% |
Jeffrey Hanson Breakwater Capital Group | 28,358 | $3.28M | $4.41M | $1.13M | 34.58% |
Kyle Kelley Family Capital Management Inc. | 2,362 | $266,851.34 | $367,149.28 | $100,297.94 | 37.59% |
Nathan Blair Palo Alto Wealth Advisors LLC | 1,932 | $217,833 | $300,310.08 | $82,477.08 | 37.86% |
| AAL Avraham A. Levitan Glass Jacobson Investment Advisors LLC | 589 | $99,933.12 | $91,554.16 | -$8,378.96 | -8.38% |
Salvatore Cocivera Cora Capital Advisors LLC | 9,260 | $1.09M | $1.44M | $349,663.82 | 32.09% |
Joyce A. Kruzan Kaydan Wealth Management Inc. | 4,757 | $572,853.65 | $739,428.08 | $166,574.43 | 29.08% |
Justin Halverson Great Waters Wealth Management | 1,504 | $253,767.45 | $233,781.76 | -$19,985.69 | -7.88% |
| CWP Charles W. Petredis, CFA Petredis Investment Advisors LLC | 58,260 | $6.92M | $9.06M | $2.14M | 30.9% |
Darren Tapley New England Capital Financial Advisors LLC | 8,616 | $984,973.04 | $1.34M | $354,298 | 35.97% |
Kelly Christopher Significant Wealth Partners LLC | 2,267 | $261,493.5 | $352,382.48 | $90,888.98 | 34.76% |
Paul L. Moffat Arista Wealth Management LLC | 37,458 | $4.21M | $5.82M | $1.62M | 38.4% |
Helen Semus Semus Wealth Partners LLC | 2,059 | $211,067.05 | $314,913.78 | $103,846.73 | 49.2% |
Thomas J. Suttner McGlone Suttner Wealth Management Inc. | 18,114 | $2.07M | $2.82M | $744,496.11 | 35.95% |
Lydia Moore MRP Capital Investments LLC | 1,712 | $199,645.36 | $261,841.86 | $62,196.5 | 31.15% |
Neil Christ Oak Hill Wealth Advisors LLC | 32,208 | $3.47M | $5.01M | $1.54M | 44.47% |
David Bach River Street Advisors LLC | 1,672 | $202,803.96 | $259,895.68 | $57,091.72 | 28.15% |
| AEI Amy Elizabeth Ipsen Ipsen Advisor Group LLC | 4,921 | $542,983.9 | $764,920.24 | $221,936.34 | 40.87% |