| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| CCW Cassaday & Co. Wealth Management LLC Cassaday & Co. Wealth Management LLC | 1,091 | $39,211 | $45,036.48 | $5,825.48 | 14.86% |
| CAD Chelsea A. Delgado Main Street Group Ltd. | 1,541 | $55,377 | $63,620.18 | $8,243.18 | 14.89% |
| SO Sean O'Reilly Ffg Retirement Advisors LLC | 52,981 | $1.74M | $2.19M | $446,978.84 | 25.66% |
Crystal Karstens PETRA FINANCIAL ADVISORS Inc. | 26,318 | $753,130.62 | $1.09M | $334,329.14 | 44.39% |
Andrew Brady Brady Family Wealth LLC | 10,174 | $289,877.52 | $420,033.59 | $130,156.07 | 44.9% |
| PIL PFG Investments LLC PFG Investments LLC | 8,373 | $245,285.39 | $345,553.71 | $100,268.32 | 40.88% |
Bluestem Wealth Partners LLC BlueStem Wealth Partners, LLC | 12,337 | $418,706.69 | $509,394.73 | $90,688.04 | 21.66% |
John Shanley Aspect Partners, LLC | 1,254 | $40,406.23 | $50,849.7 | $10,443.47 | 25.85% |
Jane Bortnem Cherry Tree Wealth Management, LLC | 9,829 | $282,978.68 | $405,839.41 | $122,860.73 | 43.42% |
Invenio Wealth Partners LLC INVENIO WEALTH PARTNERS LLC | 7,234 | $208,266.87 | $298,547.18 | $90,280.31 | 43.35% |
Dan Stevenson MIDLAND WEALTH ADVISORS LLC | 7,099 | $227,839.45 | $293,117.71 | $65,278.26 | 28.65% |
Christopher C. Powers Farther Finance Advisors, LLC | 24,632 | $815,754.09 | $1.01M | $192,926.31 | 23.65% |
DAVID S. SUTPHIN FINANCIAL ADVISORY PARTNERS, LLC | 53,193 | $1.69M | $2.2M | $504,057.43 | 29.79% |
| AK Alisha Kamadia United Community Bank | 662 | $18,668.34 | $27,353.84 | $8,685.5 | 46.53% |
Benj Foor Frazier Financial Advisors, LLC | 118,711 | $3.82M | $4.91M | $1.09M | 28.45% |
United Advisor Group LLC United Advisor Group, LLC | 14,668 | $472,631.21 | $606,081.76 | $133,450.55 | 28.24% |
Kathryn Miceli Kiely Wealth Advisory Group, Inc. | 7,013 | $241,420.61 | $289,777.16 | $48,356.55 | 20.03% |
Tracey Daigle ROBINSON SMITH WEALTH ADVISORS LLC | 8,855 | $284,860.17 | $366,021.42 | $81,161.25 | 28.49% |
KURT TRAULSEN EVOLUTION WEALTH MANAGEMENT INC. | 3,550 | $113,433.65 | $146,632.75 | $33,199.1 | 29.27% |
| SAM Smartleaf Asset Management LLC Smartleaf Asset Management LLC | 34 | $1,111.27 | $1,402.5 | $291.23 | 26.21% |