| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Brian Dechow SWAN Capital LLC | 312 | $13,725.54 | $14,908.92 | $1,183.38 | 8.62% |
Victoria Latham Fiduciary Alliance LLC | 7,920 | $362,108.19 | $378,021.6 | $15,913.41 | 4.39% |
Loni Adams Daymark Wealth Partners LLC | 9,888 | $451,882 | $472,102.56 | $20,220.56 | 4.47% |
| FCP Fidelis Capital Partners LLC Fidelis Capital Partners LLC | 10,551 | $470,258 | $503,599.23 | $33,341.23 | 7.09% |
| AWL Atlas Wealth LLC Atlas Wealth LLC | 27,698 | $1.26M | $1.33M | $67,960.43 | 5.38% |
Helen Semus Semus Wealth Partners LLC | 32,086 | $1.16M | $1.54M | $376,521.03 | 32.49% |
Moises Valladares Insigneo Advisory Services LLC | 13,234 | $593,544.8 | $631,989.67 | $38,444.87 | 6.48% |
Ashley Buboltz Moran Wealth Management LLC | 170,207 | $7.02M | $8.13M | $1.1M | 15.72% |
Paul B. Ordonio Park Place Capital Corp. | 500 | $20,240 | $23,912.5 | $3,672.5 | 18.14% |
| SM Sarah Moore BOS Asset Management LLC | 29,518 | $1.17M | $1.42M | $245,430.78 | 20.89% |
Jill Batley Gateway Wealth Partners LLC | 22,334 | $993,549.22 | $1.07M | $71,559.24 | 7.2% |
Vincent Incerto LaSalle St. Investment Advisors LLC | 9,971 | $445,261.38 | $476,763.36 | $31,501.98 | 7.07% |
| PIL PFG Investments LLC PFG Investments LLC | 13,100 | $504,546.32 | $626,376.5 | $121,830.18 | 24.15% |
Jacob Going Alpine Bank Wealth Management | 26,606 | $1.19M | $1.27M | $86,881.28 | 7.33% |
Rajiv Shah KINGSWOOD WEALTH ADVISORS, LLC | 54,318 | $2.34M | $2.6M | $254,771.75 | 10.88% |
Andrew Halac Talon Private Wealth, LLC | 54,212 | $2.48M | $2.6M | $123,311.7 | 4.98% |
Berkeley Harrison Sterling Financial Group, Inc. | 765,866 | $29.26M | $36.63M | $7.37M | 25.17% |
Christopher C. Powers Farther Finance Advisors, LLC | 83,605 | $3.71M | $4M | $282,942.04 | 7.62% |
Patrick J. DiNuzzo DiNuzzo Private Wealth, Inc. | 325 | $13,251 | $15,551.25 | $2,300.25 | 17.36% |
RICHARD I. ZIVI, JR NBZ Investment Advisors LLC | 528,957 | $21.7M | $25.28M | $3.58M | 16.5% |