| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Mariana Coli Dunhill Financial LLC | 153 | $3,589 | $4,067.5 | $478.5 | 13.33% |
Rebecca Sierp WPWealth LLP | 54,709 | $1.18M | $1.45M | $279,365.79 | 23.77% |
Christopher D. Rich EnRich Financial Partners LLC | 11,324 | $253,628.81 | $303,369.96 | $49,741.15 | 19.61% |
Lyndsay Goody Onyx Financial Advisors LLC | 441,767 | $9.92M | $11.83M | $1.91M | 19.28% |
Jeffrey D. Munjack JDM Financial Group LLC | 350 | $9,208.5 | $9,236.5 | $28 | 0.3% |
| MHS Mark H. Sladkus Red Lighthouse Investment Management LLC | 46,180 | $1.08M | $1.24M | $153,779.2 | 14.19% |
| VMJ Victor Melfa Jr. MELFA WEALTH MANAGEMENT Inc. | 17,529 | $392,130.97 | $469,601.91 | $77,470.94 | 19.76% |
| TT Thaddeus Toal RCS Financial Planning LLC | 69,786 | $1.5M | $1.87M | $366,894.33 | 24.42% |
Michael R. Panico Arcadia Wealth Management LLC | 43,188 | $995,177.71 | $1.16M | $161,828.81 | 16.26% |
| AAL Avraham A. Levitan Glass Jacobson Investment Advisors LLC | 133,373 | $3.04M | $3.57M | $531,828.66 | 17.49% |
Paul L. Moffat Arista Wealth Management LLC | 9,990 | $195,434.19 | $267,632.1 | $72,197.91 | 36.94% |
Todd Schanel Core Wealth Management Inc. | 504,582 | $10.95M | $13.52M | $2.57M | 23.5% |
Kevin King LEGACY FINANCIAL GROUP Inc. | 201,626 | $4.53M | $5.4M | $875,818.92 | 19.35% |
Benjamin Cannon Tillman Hartley LLC | 121,684 | $2.69M | $3.26M | $566,066.71 | 21.01% |
Brett Carleton Heritage Wealth Management Inc./Texas | 10,222 | $232,776.46 | $271,751.87 | $38,975.41 | 16.74% |
| FFM Flagstone Financial Management Flagstone Financial Management | 18,004 | $410,424.61 | $482,327.16 | $71,902.55 | 17.52% |
| JMD John Michael Dodds Dodds Wealth LLC | 10,315 | $234,283.92 | $276,338.85 | $42,054.93 | 17.95% |
Michael Yoder Yoder Wealth Management Inc. | 19,185 | $441,780.95 | $513,966.15 | $72,185.2 | 16.34% |
Jacqueline Washburn Vawter Financial Ltd. | 51,213 | $1.22M | $1.37M | $150,569.75 | 12.33% |
Andrew Kirchner ELEVATION WEALTH PARTNERS, LLC | 1,089 | $25,872.78 | $29,174.31 | $3,301.53 | 12.76% |