| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| NH Nathaniel Holden Core Wealth Partners LLC | 9,355 | $1.56M | $1.84M | $277,470.65 | 17.74% |
David Stevens Stevens Capital Partners | 1,744 | $355,965.16 | $325,343.2 | -$30,621.96 | -8.6% |
Michael Radoff LGT Financial Advisors LLC | 5,132 | $775,179.65 | $1.01M | $234,951.91 | 30.31% |
Scott Highmark Mosaic Family Wealth Partners LLC | 14,874 | $2.71M | $2.83M | $120,008.19 | 4.43% |
Scott Paschal Financial Partners Group LLC | 70,529 | $10.92M | $13.88M | $2.96M | 27.12% |
| EFM Eley Financial Management Inc. Eley Financial Management Inc. | 7,590 | $1.35M | $1.49M | $144,267.39 | 10.7% |
Stephen K. Hassell Hassell Wealth Management LLC | 1,858 | $345,253.58 | $365,710.14 | $20,456.56 | 5.93% |
| DCB David C. Bensch Evergreen Wealth Management LLC | 13,836 | $2.1M | $2.72M | $627,292.42 | 29.93% |
Robert B. LaRue Owen LaRue LLC | 3,191 | $538,186.89 | $628,084.53 | $89,897.64 | 16.7% |
| KLM Kate L. Miller STAR Financial Bank | 3,124 | $556,642.85 | $582,782.2 | $26,139.35 | 4.7% |
Ashley Buboltz Moran Wealth Management LLC | 87,652 | $12.55M | $16.69M | $4.14M | 32.97% |
Steven Trigili Garden State Investment Advisory Services LLC | 1,968 | $300,553.09 | $387,026.88 | $86,473.79 | 28.77% |
Daniel McGlinn Grey Fox Wealth Advisors LLC | 2,623 | $470,605.05 | $516,285.09 | $45,680.04 | 9.71% |
| LK Lenny Kisin Applied Capital LLC/FL | 4,757 | $735,485.92 | $936,320.31 | $200,834.39 | 27.31% |
Jeffrey Rosenthal Viawealth LLC | 5,001 | $876,733.58 | $983,496.66 | $106,763.08 | 12.18% |
| CJ Carl Jurgens Walker Financial Services Inc. | 1,436 | $218,220.19 | $282,647.88 | $64,427.69 | 29.52% |
Andrew Lewis Genesis Private Wealth LLC | 2,233 | $345,595.45 | $439,521.39 | $93,925.94 | 27.18% |
Kevin King LEGACY FINANCIAL GROUP Inc. | 2,071 | $341,910.91 | $407,634.93 | $65,724.02 | 19.22% |
Andrew T. Gardener Tanglewood Legacy Advisors LLC | 5,181 | $897,681.68 | $966,515.55 | $68,833.87 | 7.67% |
| CWM Compass Wealth Management LLC Compass Wealth Management LLC | 42,220 | $6.43M | $7.88M | $1.44M | 22.4% |