| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Jonathan Yarger Yarger Wealth Strategies LLC | 15,863 | $376,720.3 | $387,215.83 | $10,495.53 | 2.79% |
| KB Kimberly Byrne Bill Few Associates Inc. | 9,420 | $228,529.2 | $230,695.8 | $2,166.6 | 0.95% |
| EFP Envision Financial Planning LLC Envision Financial Planning LLC | 114,993 | $2.79M | $2.81M | $22,481.66 | 0.81% |
Alexandra Stickelman Root Financial Partners, LLC | 135 | $3,275 | $3,300.75 | $25.75 | 0.79% |
Berkeley Harrison Sterling Financial Group, Inc. | 31,062 | $755,738 | $759,465.9 | $3,727.9 | 0.49% |
William Ertel Tassel Capital Management, Inc. | 16,546 | $402,608.84 | $404,466.97 | $1,858.13 | 0.46% |
Harold Williams PRECEDENT WEALTH PARTNERS, LLC | 20,633 | $492,029.87 | $505,095.84 | $13,065.97 | 2.66% |
| CAM Clark Asset Management LLC Clark Asset Management LLC | 46,519 | $1.14M | $1.14M | -$4,099.15 | -0.36% |
Buddy Levy Nestegg Advisors Inc. | 124,044 | $3.05M | $3.03M | -$17,440.48 | -0.57% |