| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Joseph C. Gissy Tactive Advisors, LLC | 18,097 | $493,069.04 | $538,385.75 | $45,316.71 | 9.19% |
Amir Har-El Savvy Advisors, Inc. | 54,844 | $1.46M | $1.63M | $169,632.61 | 11.61% |
Setu Mazumdar Physician Wealth Solutions Inc. | 166,172 | $4.46M | $4.95M | $488,169.19 | 10.94% |
Mark Heider Peirce Capital Management, LLC | 244,292 | $6.34M | $7.18M | $846,788.6 | 13.36% |
Shotwell Rutter Baer Inc. Shotwell Rutter Baer Inc | 195,171 | $5.05M | $5.8M | $755,835 | 14.98% |
Andy Bloom MB Generational Wealth, LLC | 24,744 | $662,468.51 | $735,515.4 | $73,046.89 | 11.03% |
David Ragan Grunden Financial Advisory, Inc. | 11,535 | $315,159.73 | $342,877.87 | $27,718.14 | 8.79% |
| SAM Smartleaf Asset Management LLC Smartleaf Asset Management LLC | 23,904 | $629,703.7 | $710,904.96 | $81,201.26 | 12.9% |
Signal Advisors Wealth LLC Signal Advisors Wealth, LLC | 28,383 | $803,481.52 | $843,968.5 | $40,486.98 | 5.04% |
Foundation Wealth Management LLC Foundation Wealth Management, LLC\PA | 17,533 | $447,795.78 | $521,080.76 | $73,284.98 | 16.37% |
Sharon Allen Sterling Wealth Management, Inc. | 99,167 | $2.67M | $2.95M | $274,002.06 | 10.25% |
Alan Gilmore Private Wealth Management Group, LLC | 608,166 | $15.93M | $18.09M | $2.16M | 13.54% |
Scott K Sprinkle Sprinkle Financial Consultants LLC | 378,545 | $9.83M | $11.26M | $1.43M | 14.51% |
| RJ Rebecca Judd Pathstone Holdings, LLC | 165,547 | $4.3M | $4.93M | $633,216.84 | 14.74% |
Deanne Rosso ELEVATE WEALTH ADVISORY, INC | 4,747 | $126,126.66 | $141,152.04 | $15,025.38 | 11.91% |
Thomas Higgins Balanced Rock Investment Advisors LLC | 175,769 | $4.6M | $5.23M | $629,103.08 | 13.68% |
| TWP Triad Wealth Partners LLC Triad Wealth Partners, LLC | 12,526 | $338,871.74 | $372,899.02 | $34,027.28 | 10.04% |
Ashley Meredith Abel Hall, LLC | 52,837 | $1.37M | $1.57M | $198,454.55 | 14.44% |
Mark VanderPol VanderPol Investments L.L.C. | 17,763 | $471,793.05 | $528,804.51 | $57,011.46 | 12.08% |
Ralph Antolino, Jr AA Financial Advisors, LLC | 42,437 | $1.13M | $1.26M | $135,376.49 | 12% |