| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| SH Suzanne Hornick ASSET PLANNING Corp.ORATION | 3,000 | $208,170 | $269,010 | $60,840 | 29.23% |
| CN Chris Nelson MJP ASSOCIATES Inc. /ADV | 6,895 | $384,226.56 | $618,171.22 | $233,944.66 | 60.89% |
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 1,301 | $69,652.79 | $116,374.45 | $46,721.66 | 67.08% |
Daniel Russell Naviter Wealth LLC | 2,888 | $237,447.6 | $258,533.76 | $21,086.16 | 8.88% |
| DR Donna Rittershausen Koss-Olinger Consulting LLC | 22,041 | $1.44M | $1.97M | $530,967.69 | 36.83% |
Kyle P. Smith NewEdge Wealth LLC | 5,500 | $240,075 | $492,305 | $252,230 | 105.06% |
| MTW Mary Therese Walsh WIN ADVISORS Inc. | 7,081 | $582,270.63 | $636,227.85 | $53,957.22 | 9.27% |
| KMT Kirk M. Tokheim Ameritas Advisory Services LLC | 3,624 | $282,214.8 | $325,344.6 | $43,129.8 | 15.28% |
| WFS Widmann Financial Services Inc. Widmann Financial Services Inc. | 9,265 | $503,052.8 | $831,765.37 | $328,712.57 | 65.34% |
Andrew Burkey Joseph Group Capital Management | 4,876 | $286,852.69 | $438,352.4 | $151,499.71 | 52.81% |
Marc H. Stone Tyler-Stone Wealth Management | 3,426 | $215,455.85 | $306,215.88 | $90,760.03 | 42.12% |
| PO Patrick O'Connell Security Financial Services Inc. | 7,962 | $643,734.48 | $713,076.72 | $69,342.24 | 10.77% |
Christopher M. Marks Sterling Investment Counsel LLC | 4,870 | $262,752.39 | $436,181.55 | $173,429.16 | 66% |
Amanda Hawley Atria Wealth Solutions Inc. | 4,788 | $315,909.74 | $429,675.12 | $113,765.38 | 36.01% |
| SA Steve Alexandrowski GEM Asset Management LLC | 3,473 | $271,391 | $312,118.51 | $40,727.51 | 15.01% |
| KLM Kate L. Miller STAR Financial Bank | 3,647 | $253,065 | $327,518.83 | $74,453.83 | 29.42% |
| PIL PFG Investments LLC PFG Investments LLC | 4,581 | $308,682.38 | $410,503.41 | $101,821.03 | 32.99% |
Andrew Kirchner ELEVATION WEALTH PARTNERS, LLC | 369 | $18,716.7 | $33,066.09 | $14,349.39 | 76.67% |
Alexandra Stickelman Root Financial Partners, LLC | 22 | $1,783.2 | $1,971.42 | $188.22 | 10.56% |
John Shanley Aspect Partners, LLC | 2,015 | $144,294.7 | $181,148.5 | $36,853.8 | 25.54% |