| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| KMT Kirk M. Tokheim Ameritas Advisory Services LLC | 142 | $9,792.32 | $10,360.31 | $567.99 | 5.8% |
Andrew Burkey Joseph Group Capital Management | 207,600 | $9.62M | $14.99M | $5.37M | 55.87% |
| GPB Greg P. Benner Vertex Planning Partners LLC | 5,300 | $253,877.04 | $385,999 | $132,121.96 | 52.04% |
Loni Adams Daymark Wealth Partners LLC | 5,828 | $400,339 | $420,956.44 | $20,617.44 | 5.15% |
Jill Batley Gateway Wealth Partners LLC | 5,364 | $355,770 | $387,441.72 | $31,671.72 | 8.9% |
Christopher C. Powers Farther Finance Advisors, LLC | 3,523 | $221,394.94 | $254,481.09 | $33,086.15 | 14.94% |
| SWM Stonebridge Wealth Management LLC Stonebridge Wealth Management LLC | 92,101 | $5.3M | $6.65M | $1.35M | 25.46% |