| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| MLG Mary L. Gibbons RIA Advisory Group LLC | 13,412 | $1.4M | $1.71M | $310,341.38 | 22.1% |
| VBG Vance B. Gray Jr. Gray Wealth Management Inc. | 3,838 | $341,758.68 | $490,688.3 | $148,929.62 | 43.58% |
Sheryl Stephens Stephens Consulting LLC | 891 | $79,479.45 | $113,914.35 | $34,434.9 | 43.33% |
| BP Brett Pohl Kingdom Financial Group LLC | 450 | $59,262.11 | $56,587.5 | -$2,674.61 | -4.51% |
Stephen Smith Kestra Investment Management LLC | 1,603 | $219,282 | $202,731.41 | -$16,550.59 | -7.55% |
Sue Oleari Trifecta Capital Advisors LLC | 1,000 | $91,984.08 | $127,850 | $35,865.92 | 38.99% |
Scott Register Register Financial Advisors LLC | 3,412 | $326,042.57 | $436,224.2 | $110,181.63 | 33.79% |
Bree Pate Olisti Co. Wealth LLC | 802 | $92,478.8 | $102,535.7 | $10,056.9 | 10.87% |
| FCP Fidelis Capital Partners LLC Fidelis Capital Partners LLC | 2,385 | $247,840.04 | $297,290.25 | $49,450.21 | 19.95% |
Amy Ardeel Icon Wealth Advisors LLC | 2,482 | $275,725.45 | $313,898.54 | $38,173.09 | 13.84% |
Hui Fai Tam Caitong International Asset Management Co. Ltd. | 10,516 | $1.44M | $1.33M | -$108,723.86 | -7.56% |
| AWL Atlas Wealth LLC Atlas Wealth LLC | 2,287 | $312,884 | $292,392.95 | -$20,491.05 | -6.55% |
| TAB Thomas A. Burke Syntegra Private Wealth Group LLC | 1,683 | $230,292 | $215,171.55 | -$15,120.45 | -6.57% |
Jeffrey Hanson Breakwater Capital Group | 1,671 | $219,057.24 | $213,637.35 | -$5,419.89 | -2.47% |
| AAL Avraham A. Levitan Glass Jacobson Investment Advisors LLC | 2,049 | $194,487.54 | $261,964.65 | $67,477.11 | 34.69% |
Jesse Ellington Dover Advisors LLC | 1,925 | $216,562 | $242,068.75 | $25,506.75 | 11.78% |
Darren Tapley New England Capital Financial Advisors LLC | 86 | $7,927 | $10,995.1 | $3,068.1 | 38.7% |
Paul L. Moffat Arista Wealth Management LLC | 5,272 | $550,292.09 | $674,025.2 | $123,733.11 | 22.48% |
Thomas J. Suttner McGlone Suttner Wealth Management Inc. | 6,183 | $615,644.69 | $790,496.55 | $174,851.86 | 28.4% |
Neil Christ Oak Hill Wealth Advisors LLC | 3,850 | $363,937.99 | $492,222.5 | $128,284.51 | 35.25% |