| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| KMT Kirk M. Tokheim Ameritas Advisory Services LLC | 6,313 | $248,795.33 | $299,993.76 | $51,198.43 | 20.58% |
| LWL Leo Wealth LLC Leo Wealth LLC | 180,481 | $7.48M | $8.54M | $1.06M | 14.2% |
Mark Fiskio Empirical Asset Management LLC | 34,361 | $1.38M | $1.62M | $246,851.83 | 17.93% |
| AAL Avraham A. Levitan Glass Jacobson Investment Advisors LLC | 107 | $3,936.64 | $5,071.26 | $1,134.62 | 28.82% |
Joyce A. Kruzan Kaydan Wealth Management Inc. | 23,417 | $788,684.63 | $1.11M | $321,164.08 | 40.72% |
Ann Reilley Alpha Financial Advisors LLC | 5,456 | $215,188.29 | $259,323.68 | $44,135.39 | 20.51% |
Kelly F. Taylor Whitaker-Myers Wealth Managers Ltd. | 7,303 | $217,481.82 | $347,111.59 | $129,629.77 | 59.6% |
Christopher C. Powers Farther Finance Advisors, LLC | 217 | $7,369 | $10,219.85 | $2,850.85 | 38.69% |
| HAS Hayley A. Snell LRI Investments, LLC | 300 | $12,367 | $14,121 | $1,754 | 14.18% |
VestGen Advisors LLC VestGen Advisors LLC | 4,898 | $209,095.62 | $229,642.73 | $20,547.11 | 9.83% |
Nova Wealth Management Inc. Nova Wealth Management Inc. | 23,146 | $878,194.29 | $1.1M | $218,926.11 | 24.93% |