| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Patrick O'Connell Security Financial Services Inc. | 2,228 | $253,376.64 | $284,849.8 | $31,473.16 | 12.42% |
Joseph J. Costigan apricus wealth LLC | 2,677 | $230,171.79 | $342,254.45 | $112,082.66 | 48.7% |
Michael Byun SageView Advisory Group LLC | 4,388 | $404,069.98 | $551,791 | $147,721.02 | 36.56% |
| KB Kimberly Byrne Bill Few Associates Inc. | 1,598 | $218,622.38 | $204,304.3 | -$14,318.08 | -6.55% |
David T. Morgan High Net Worth Advisory Group LLC | 4,853 | $438,056.37 | $620,456.05 | $182,399.68 | 41.64% |
Leanne Menzel Smallwood Wealth Investment Management LLC | 550 | $60,098.5 | $70,317.5 | $10,219 | 17% |
| CS Catherine Salsman Paragon Private Wealth Management LLC | 1,518 | $198,979.44 | $194,076.3 | -$4,903.14 | -2.46% |
| BPN Brent P. Nicks Strategic Planning Inc. | 5,856 | $641,105.29 | $748,689.6 | $107,584.31 | 16.78% |
| FFG Fiduciary Financial Group LLC Fiduciary Financial Group LLC | 3,428 | $323,202.06 | $438,269.8 | $115,067.74 | 35.6% |
Christopher M. Marks Sterling Investment Counsel LLC | 13,355 | $1.51M | $1.71M | $196,050.18 | 12.97% |
Mary Casey O'Dell Dixon Lanham O'Dell & Company Inc. | 7,664 | $691,633.2 | $979,842.4 | $288,209.2 | 41.67% |
Timothy Gerlach Novem Group | 1,815 | $210,555.49 | $232,047.75 | $21,492.26 | 10.21% |
| MSN Melissa S. Nehrt Powers Advisory Group LLC | 2,941 | $314,931.28 | $376,006.85 | $61,075.57 | 19.39% |
Daniel Ronan Catalyst Financial Partners LLC | 2,497 | $272,120.93 | $319,241.45 | $47,120.52 | 17.32% |
Amanda Hawley Atria Wealth Solutions Inc. | 23,798 | $2.2M | $3.04M | $843,368.52 | 38.35% |
Craig Johnsen Fortitude Advisory Group LLC | 2,062 | $225,321.2 | $263,626.7 | $38,305.5 | 17% |
Jeffrey Gilbert Balboa Wealth Partners | 2,296 | $300,959.68 | $288,722 | -$12,237.68 | -4.07% |
Sean Murray Quantum Financial Advisors LLC | 1,956 | $213,854.62 | $250,074.6 | $36,219.98 | 16.94% |
Edward Lowndes Angeles Wealth Management LLC | 3,492 | $374,226.7 | $446,452.2 | $72,225.5 | 19.3% |
Angela Cox W Advisors LLC | 3,274 | $284,600.95 | $418,580.9 | $133,979.95 | 47.08% |