| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| KMT Kirk M. Tokheim Ameritas Advisory Services LLC | 149,799 | $5.62M | $5.55M | -$67,616.76 | -1.2% |
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 2,122 | $77,346.74 | $78,132.04 | $785.3 | 1.02% |
Craig Kurth PCG Wealth Advisors LLC | 402,421 | $14.13M | $14.94M | $812,970.8 | 5.75% |
Heidi Mark ENDEAVOR PRIVATE WEALTH Inc. | 212,646 | $6.91M | $7.88M | $971,329.24 | 14.06% |
| BPF Barnes Pettey Financial Advisors LLC Barnes Pettey Financial Advisors LLC | 7,175 | $272,363 | $266,517.53 | -$5,845.47 | -2.15% |
David Mailloux WealthCare Investment Partners LLC | 145,243 | $5.13M | $5.39M | $254,175.25 | 4.95% |
Lindsey Seagraves Carson Advisory Inc. | 51,012 | $1.73M | $1.89M | $159,394.18 | 9.2% |
Kathleen Thornhill Confluence Wealth Services Inc. | 562,184 | $18.57M | $20.71M | $2.14M | 11.54% |
Morgan Christen Spinnaker Investment Group LLC | 12,844 | $433,486.6 | $474,714.24 | $41,227.64 | 9.51% |
Brenda Bickle Adamsbrown Wealth Consultants LLC | 6,401 | $242,981.96 | $237,765.14 | -$5,216.82 | -2.15% |
Michelle McCarthy Vantage Financial Partners LLC | 41,808 | $1.41M | $1.55M | $139,135.25 | 9.86% |
Marc H. Stone Tyler-Stone Wealth Management | 20,990 | $658,607.4 | $775,265.65 | $116,658.25 | 17.71% |
| EM Erin Mccann Simplicity Wealth LLC | 9,305 | $316,700.97 | $344,378.98 | $27,678.01 | 8.74% |
Patrick O'Connell Security Financial Services Inc. | 56,484 | $1.93M | $2.09M | $162,044.81 | 8.39% |
| KB Kimberly Byrne Bill Few Associates Inc. | 11,900 | $419,512.46 | $441,371 | $21,858.54 | 5.21% |
David T. Morgan High Net Worth Advisory Group LLC | 330,840 | $11.01M | $12.23M | $1.22M | 11.08% |
Dan Mohr Retireful LLC | 8,121 | $307,954.92 | $300,517.6 | -$7,437.32 | -2.42% |
| DW Darren Woolson Asset Allocation Strategies LLC | 68,255 | $2.4M | $2.54M | $135,756.02 | 5.66% |
Christopher Warner WARNER FINANCIAL Inc. | 10,973 | $355,725.89 | $407,317.76 | $51,591.87 | 14.5% |
Jim Clark Worth Asset Management LLC | 201,745 | $6.65M | $7.48M | $828,394.25 | 12.45% |