| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| FFG Fiduciary Financial Group LLC Fiduciary Financial Group LLC | 3,709 | $356,539.92 | $469,299.77 | $112,759.85 | 31.63% |
Christopher M. Marks Sterling Investment Counsel LLC | 13,355 | $1.51M | $1.69M | $177,620.28 | 11.75% |
Mary Casey O'Dell Dixon Lanham O'Dell & Company Inc. | 7,664 | $691,633.2 | $974,707.52 | $283,074.32 | 40.93% |
Timothy Gerlach Novem Group | 1,815 | $210,555.49 | $229,824.37 | $19,268.88 | 9.15% |
| MSN Melissa S. Nehrt Powers Advisory Group LLC | 3,056 | $328,574.88 | $386,966 | $58,391.12 | 17.77% |
Daniel Ronan Catalyst Financial Partners LLC | 2,497 | $272,120.93 | $316,374.39 | $44,253.46 | 16.26% |
Amanda Hawley Atria Wealth Solutions Inc. | 23,798 | $2.2M | $2.96M | $758,647.64 | 34.5% |
Craig Johnsen Fortitude Advisory Group LLC | 2,062 | $225,321.2 | $256,285.98 | $30,964.78 | 13.74% |
Jeffrey Gilbert Balboa Wealth Partners | 2,296 | $300,959.68 | $290,489.92 | -$10,469.76 | -3.48% |
Sean Murray Quantum Financial Advisors LLC | 1,956 | $213,854.62 | $247,746.96 | $33,892.34 | 15.85% |
Edward Lowndes Angeles Wealth Management LLC | 3,492 | $374,226.7 | $442,017.36 | $67,790.66 | 18.11% |
Angela Cox W Advisors LLC | 3,274 | $284,600.95 | $414,619.36 | $130,018.41 | 45.68% |
Kevin Zemann WealthPlan Investment Management LLC | 5,390 | $446,680.43 | $669,923.1 | $223,242.67 | 49.98% |
Michael Stulic Astoria Portfolio Advisors LLC | 2,525 | $308,305.71 | $319,690.25 | $11,384.54 | 3.69% |
| TL Tradewinds LLC Tradewinds LLC | 991 | $113,143.14 | $125,440.78 | $12,297.64 | 10.87% |
Leonid Berline ARMSTRONG ADVISORY GROUP Inc. | 7,911 | $733,856.55 | $985,710.6 | $251,854.05 | 34.32% |
Nolan Baker Retirement Guys Formula LLC | 11,276 | $1.06M | $1.43M | $367,414.2 | 34.64% |
| TD Teresa Douberly Ridgeline Wealth LLC | 1,711 | $197,295.5 | $216,655.37 | $19,359.87 | 9.81% |
John DeMarco Trajan Wealth LLC | 62,225 | $6.23M | $7.86M | $1.64M | 26.27% |
John Ritter Ritter Daniher Financial Advisory LLC / DE | 1,005 | $102,105.41 | $127,166.87 | $25,061.46 | 24.54% |