| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| WJF William J. Fennie III FIDELITY D & D BAN Corp. Inc. | 32,817 | $1.62M | $1.81M | $192,084.88 | 11.87% |
| XPN XY Planning Network Inc. XY Planning Network Inc. | 6,605 | $325,825.17 | $365,256.5 | $39,431.33 | 12.1% |
| FCI Family CFO Inc Family CFO Inc | 19,852 | $979,299.16 | $1.1M | $116,154.05 | 11.86% |
Daniel Guy Ethos Financial Group LLC | 100,455 | $4.96M | $5.56M | $599,953.5 | 12.11% |
Mark Meredith Meredith Wealth Planning | 44,468 | $2.19M | $2.46M | $265,567.94 | 12.11% |
Jonathan Seed Seed Wealth Management Inc. | 91,183 | $4.5M | $5.04M | $541,816.04 | 12.05% |
Kyle Moore Quarry Hill Advisors LLC | 14,235 | $702,168.48 | $785,501.53 | $83,333.05 | 11.87% |
Jennifer Henry Continuum Wealth Advisors LLC | 15,437 | $761,497 | $853,202.99 | $91,705.99 | 12.04% |
Matthew T. Miler MilWealth Group LLC | 12,789 | $630,852.9 | $706,848.03 | $75,995.13 | 12.05% |
Christopher C. Powers Farther Finance Advisors, LLC | 3,430 | $169,176 | $189,270.83 | $20,094.83 | 11.88% |
Amir Har-El Savvy Advisors, Inc. | 12,154 | $565,381.63 | $671,751.58 | $106,369.95 | 18.81% |
One Degree Advisors Inc. One Degree Advisors Inc | 50,944 | $2.37M | $2.82M | $445,760 | 18.81% |
Twin Peaks Wealth Advisors LLC TWIN PEAKS WEALTH ADVISORS, LLC | 49,139 | $2.43M | $2.72M | $287,453.7 | 11.83% |
| JWM JPL Wealth Management LLC JPL Wealth Management, LLC | 229,355 | $11.31M | $12.69M | $1.37M | 12.13% |
Mark R. Satkoski Midwest Capital Advisors, LLC | 6,605 | $325,831 | $365,256.5 | $39,425.5 | 12.1% |
Cache Advisors LLC Cache Advisors LLC | 3.63M | $179.11M | $200.8M | $21.69M | 12.11% |
| LGP Larry G. Peery II Magnolia Private Wealth LLC | 31,966 | $1.58M | $1.77M | $190,927.53 | 12.11% |
| RS Ranga Srinivasan Everest Management Corp | 375,942 | $18.54M | $20.78M | $2.23M | 12.05% |