| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| CB Chris Benson L.K. Benson & Company P.C. | 3,605 | $398,933.26 | $423,533.42 | $24,600.16 | 6.17% |
| BM Boulos Michael TME Financial Inc. | 5,099 | $557,247.38 | $599,030.52 | $41,783.14 | 7.5% |
| RFL Rossby Financial LLC Rossby Financial LLC | 24,599 | $2.86M | $2.89M | $31,363.51 | 1.1% |
| KV Katherine Vessenes Vestment Financial LLC | 14,269 | $1.63M | $1.68M | $49,498.99 | 3.04% |
| CWM Copia Wealth Management Copia Wealth Management | 1,799 | $209,206 | $211,356.05 | $2,150.05 | 1.03% |
| KGL Kilter Group LLC Kilter Group LLC | 7,083 | $800,351.36 | $832,173.88 | $31,822.52 | 3.98% |
| ECC Elizabeth C. Carr CLG LLC | 7,839 | $867,674.87 | $920,690.55 | $53,015.68 | 6.11% |
Darren Yoder Dynamic Financial Group | 18,997 | $2.19M | $2.23M | $37,591.05 | 1.71% |
| BWL Balance Wealth LLC Balance Wealth LLC | 3,142 | $365,466 | $369,150.12 | $3,684.12 | 1.01% |
Integrity Investment Advisors LLC Integrity Investment Advisors LLC | 15,463 | $1.75M | $1.82M | $68,578.58 | 3.92% |
| AS Aryn Sands GK Wealth Management LLC | 27,855 | $3.26M | $3.27M | $11,002.67 | 0.34% |
| BML Berman McAleer LLC Berman McAleer LLC | 1,780 | $204,878 | $209,061 | $4,183 | 2.04% |
Kerr Financial Planning Corp Kerr Financial Planning Corp | 2 | $231.83 | $234.98 | $3.15 | 1.36% |