| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| AEI Amy Elizabeth Ipsen Ipsen Advisor Group LLC | 411 | $406,671.49 | $391,226.79 | -$15,444.7 | -3.8% |
Moises Valladares Insigneo Advisory Services LLC | 8,474 | $6.18M | $8.07M | $1.89M | 30.6% |
John Canning Mi LLCreek Capital Advisors LLC | 1,640 | $1.1M | $1.56M | $462,961.01 | 42.16% |
| NH Nathaniel Holden Core Wealth Partners LLC | 3,628 | $2.43M | $3.45M | $1.03M | 42.26% |
David Stevens Stevens Capital Partners | 415 | $374,715.19 | $393,332.84 | $18,617.65 | 4.97% |
| TAL TFB Advisors LLC TFB Advisors LLC | 554 | $438,256.18 | $525,108.89 | $86,852.71 | 19.82% |
Dana Anspach Sensible Money LLC | 279 | $161,473.41 | $265,577.31 | $104,103.9 | 64.47% |
Scott Highmark Mosaic Family Wealth Partners LLC | 1,705 | $1.01M | $1.62M | $606,769.91 | 60.12% |
Scott Paschal Financial Partners Group LLC | 1,406 | $1.06M | $1.34M | $279,992.87 | 26.46% |
| EFM Eley Financial Management Inc. Eley Financial Management Inc. | 5,212 | $2.48M | $4.96M | $2.48M | 100.04% |
Brendan G. Moody Watershed Private Wealth LLC | 1,265 | $1.09M | $1.2M | $112,992.47 | 10.36% |
Jarrod Musick Destiny Capital Corp./ Co. | 1,207 | $602,461.46 | $1.14M | $541,521.05 | 89.88% |
Robert B. LaRue Owen LaRue LLC | 394 | $377,102.29 | $375,044.66 | -$2,057.63 | -0.55% |
| KLM Kate L. Miller STAR Financial Bank | 312 | $291,867 | $295,710.47 | $3,843.47 | 1.32% |
Ashley Buboltz Moran Wealth Management LLC | 15,595 | $10.09M | $14.78M | $4.69M | 46.51% |
Steven Trigili Garden State Investment Advisory Services LLC | 844 | $615,454.25 | $803,395.17 | $187,940.92 | 30.54% |
Daniel McGlinn Grey Fox Wealth Advisors LLC | 669 | $625,883 | $636,814.42 | $10,931.42 | 1.75% |
Jeffrey Rosenthal Viawealth LLC | 412 | $207,300.39 | $392,178.68 | $184,878.29 | 89.18% |
| SL Sarah Ludden Clifford Group LLC | 482 | $224,630.8 | $458,810.98 | $234,180.18 | 104.25% |
Kevin King LEGACY FINANCIAL GROUP Inc. | 249 | $218,166.04 | $237,020.61 | $18,854.57 | 8.64% |