| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
NICOLE MARTIN Arlington Trust Co LLC | 908 | $24,135 | $27,058.4 | $2,923.4 | 12.11% |
Joseph C. Gissy Tactive Advisors, LLC | 18,097 | $493,069.04 | $539,290.6 | $46,221.56 | 9.37% |
Amir Har-El Savvy Advisors, Inc. | 54,844 | $1.46M | $1.63M | $173,745.91 | 11.9% |
Setu Mazumdar Physician Wealth Solutions Inc. | 166,172 | $4.46M | $4.95M | $491,492.63 | 11.02% |
Mark Heider Peirce Capital Management, LLC | 244,292 | $6.34M | $7.28M | $943,283.94 | 14.89% |
Shotwell Rutter Baer Inc. Shotwell Rutter Baer Inc | 194,264 | $5.02M | $5.79M | $766,745.09 | 15.27% |
Andy Bloom MB Generational Wealth, LLC | 25,552 | $685,876.26 | $761,449.6 | $75,573.34 | 11.02% |
David Ragan Grunden Financial Advisory, Inc. | 11,535 | $315,159.73 | $343,743 | $28,583.27 | 9.07% |
| SAM Smartleaf Asset Management LLC Smartleaf Asset Management LLC | 23,904 | $629,703.7 | $700,865.28 | $71,161.58 | 11.3% |
Signal Advisors Wealth LLC Signal Advisors Wealth, LLC | 28,383 | $803,481.52 | $845,813.4 | $42,331.88 | 5.27% |
Foundation Wealth Management LLC Foundation Wealth Management, LLC\PA | 17,533 | $447,795.78 | $522,483.4 | $74,687.62 | 16.68% |
Sharon Allen Sterling Wealth Management, Inc. | 98,331 | $2.65M | $2.93M | $278,741.84 | 10.51% |
Alan Gilmore Private Wealth Management Group, LLC | 618,649 | $16.23M | $18.44M | $2.2M | 13.57% |
Scott K Sprinkle Sprinkle Financial Consultants LLC | 378,545 | $9.83M | $11.28M | $1.45M | 14.76% |
| RJ Rebecca Judd Pathstone Holdings, LLC | 159,112 | $4.13M | $4.67M | $535,572.32 | 12.97% |
Deanne Rosso ELEVATE WEALTH ADVISORY, INC | 4,963 | $132,383.91 | $146,805.54 | $14,421.63 | 10.89% |
Thomas Higgins Balanced Rock Investment Advisors LLC | 175,340 | $4.59M | $5.19M | $600,125.73 | 13.08% |
| TWP Triad Wealth Partners LLC Triad Wealth Partners, LLC | 16,030 | $443,184.48 | $475,369.65 | $32,185.17 | 7.26% |
Ashley Meredith Abel Hall, LLC | 56,313 | $1.48M | $1.68M | $202,924.34 | 13.76% |
Mark VanderPol VanderPol Investments L.L.C. | 17,763 | $471,793.05 | $529,337.4 | $57,544.35 | 12.2% |