| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| WJF William J. Fennie III FIDELITY D & D BAN Corp. Inc. | 32,817 | $1.62M | $1.75M | $131,800.05 | 8.14% |
| XPN XY Planning Network Inc. XY Planning Network Inc. | 6,605 | $325,825.17 | $352,337.12 | $26,511.95 | 8.14% |
| FCI Family CFO Inc Family CFO Inc | 19,852 | $979,299.16 | $1.06M | $79,685.93 | 8.14% |
Daniel Guy Ethos Financial Group LLC | 100,455 | $4.96M | $5.36M | $403,463.52 | 8.14% |
Mark Meredith Meredith Wealth Planning | 80,965 | $3.99M | $4.32M | $325,164.62 | 8.14% |
Jonathan Seed Seed Wealth Management Inc. | 91,183 | $4.5M | $4.86M | $366,197.58 | 8.14% |
Kyle Moore Quarry Hill Advisors LLC | 14,235 | $702,168.48 | $759,351.84 | $57,183.36 | 8.14% |
Jennifer Henry Continuum Wealth Advisors LLC | 15,437 | $761,497 | $823,471.33 | $61,974.33 | 8.14% |
Matthew T. Miler MilWealth Group LLC | 13,834 | $682,400.43 | $737,960.9 | $55,560.47 | 8.14% |
Christopher C. Powers Farther Finance Advisors, LLC | 3,430 | $169,176 | $182,969.92 | $13,793.92 | 8.15% |
Amir Har-El Savvy Advisors, Inc. | 13,276 | $617,575 | $708,194.94 | $90,619.94 | 14.67% |
One Degree Advisors Inc. One Degree Advisors Inc | 50,944 | $2.37M | $2.72M | $347,641.86 | 14.67% |
Twin Peaks Wealth Advisors LLC TWIN PEAKS WEALTH ADVISORS, LLC | 49,139 | $2.43M | $2.71M | $277,768.4 | 11.43% |
| JWM JPL Wealth Management LLC JPL Wealth Management, LLC | 229,355 | $11.31M | $12.69M | $1.38M | 12.2% |
Mark R. Satkoski Midwest Capital Advisors, LLC | 6,605 | $325,831 | $352,337.12 | $26,506.12 | 8.13% |
Cache Advisors LLC Cache Advisors LLC | 3.63M | $179.11M | $193.7M | $14.58M | 8.14% |
| LGP Larry G. Peery II Magnolia Private Wealth LLC | 31,966 | $1.58M | $1.71M | $128,402.03 | 8.14% |
| RS Ranga Srinivasan Everest Management Corp | 375,942 | $18.54M | $20.76M | $2.21M | 11.94% |