| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| KMG Kerina M. Graves Schear Investment Advisers LLC | 4,110 | $213,104 | $214,583.1 | $1,479.1 | 0.69% |
Amy Ardeel Icon Wealth Advisors LLC | 4,374 | $230,187.32 | $228,803.94 | -$1,383.38 | -0.6% |
Jesse Ellington Dover Advisors LLC | 9,368 | $458,478.06 | $488,447.52 | $29,969.46 | 6.54% |
| KLM Kate L. Miller STAR Financial Bank | 8,804 | $427,502.82 | $457,015.64 | $29,512.82 | 6.9% |
Ashley Buboltz Moran Wealth Management LLC | 74,200 | $3.45M | $3.88M | $424,828.89 | 12.3% |
Ryan J. Warner C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors | 19,617 | $923,940.53 | $1.03M | $101,636.23 | 11% |
| SM Sarah Moore BOS Asset Management LLC | 29,850 | $1.54M | $1.56M | $26,561.49 | 1.73% |
David Gutierrez Gutierrez Wealth Advisory LLC | 7,070 | $340,491 | $368,028.85 | $27,537.85 | 8.09% |
Jeffrey Steele Silverlake Wealth Management LLC | 5,482 | $269,949.97 | $286,763.42 | $16,813.45 | 6.23% |
Jill Batley Gateway Wealth Partners LLC | 9,304 | $436,636.27 | $487,250.48 | $50,614.21 | 11.59% |
Vincent Incerto LaSalle St. Investment Advisors LLC | 15,911 | $757,203.95 | $831,827.08 | $74,623.13 | 9.86% |
Sean O'Reilly Ffg Retirement Advisors LLC | 60,128 | $3.15M | $3.16M | $14,069 | 0.45% |
Johnathan Kasting DDFG Inc. | 12,118 | $565,154.82 | $629,045.38 | $63,890.56 | 11.3% |
Ian Laterreur Ergawealth Advisors Inc. | 8,579 | $414,772.06 | $446,150.89 | $31,378.83 | 7.57% |
| PIL PFG Investments LLC PFG Investments LLC | 32,369 | $1.59M | $1.68M | $89,429.38 | 5.61% |
| JC Jared Calvert Buck Wealth Strategies LLC | 815 | $42,269 | $42,347.4 | $78.4 | 0.19% |
| PVI Pine Valley Investments Ltd. Liability Co. Pine Valley Investments Ltd. Liability Co. | 5,117 | $265,317 | $268,028.46 | $2,711.46 | 1.02% |
Jenna Laws Evexia Wealth LLC | 31,814 | $1.56M | $1.66M | $96,684.88 | 6.2% |
Andrew Kirchner ELEVATION WEALTH PARTNERS, LLC | 1,733 | $69,373.07 | $90,029.35 | $20,656.28 | 29.78% |
Joe-Ben O'Banion TITLEIST ASSET MANAGEMENT, LLC | 28,954 | $1.42M | $1.51M | $90,244.22 | 6.34% |