| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Wayne Freeman DIXON FNANCIAL SERVICES Inc. | 2,917 | $212,003.08 | $291,072.84 | $79,069.76 | 37.3% |
James Langer Redmont Wealth Advisors LLC | 6,461 | $424,712.92 | $646,196.91 | $221,483.99 | 52.15% |
Samantha Pierangeli City State Bank | 1,110 | $97,768.8 | $110,733.6 | $12,964.8 | 13.26% |
| TA Thomas Anderton 626 Financial LLC | 9,005 | $535,818.82 | $903,111.45 | $367,292.63 | 68.55% |
| MWM Marion Wealth Management Marion Wealth Management | 4,967 | $326,265.55 | $498,537.79 | $172,272.24 | 52.8% |
Brenda Bickle Adamsbrown Wealth Consultants LLC | 7,481 | $495,103.22 | $749,895.44 | $254,792.22 | 51.46% |
W. Travis McKinney HB Wealth Management LLC | 16,653 | $947,153.46 | $1.66M | $714,649.41 | 75.45% |
| RFA Resurgent Financial Advisors LLC Resurgent Financial Advisors LLC | 19,569 | $1.41M | $1.96M | $544,250.32 | 38.52% |
| KB Kimberly Byrne Bill Few Associates Inc. | 2,190 | $210,940.8 | $217,839.3 | $6,898.5 | 3.27% |
David T. Morgan High Net Worth Advisory Group LLC | 9,240 | $610,209.6 | $924,092.4 | $313,882.8 | 51.44% |
Mark Fiskio Empirical Asset Management LLC | 5,506 | $433,776.78 | $549,608.92 | $115,832.14 | 26.7% |
| MSN Melissa S. Nehrt Powers Advisory Group LLC | 5,988 | $398,344.4 | $600,057.48 | $201,713.08 | 50.64% |
Amanda Hawley Atria Wealth Solutions Inc. | 30,778 | $2.08M | $3.07M | $992,282.97 | 47.73% |
Kevin Zemann WealthPlan Investment Management LLC | 44,692 | $4.21M | $4.46M | $252,990.68 | 6.01% |
Michael Stulic Astoria Portfolio Advisors LLC | 2,408 | $197,793.12 | $240,535.12 | $42,742 | 21.61% |
Leonid Berline ARMSTRONG ADVISORY GROUP Inc. | 636 | $40,449.74 | $63,507.78 | $23,058.04 | 57% |
| GPB Greg P. Benner Vertex Planning Partners LLC | 2,534 | $201,212.72 | $254,337.58 | $53,124.86 | 26.4% |
| CGL Chester Gary Lloyd Coston, McIsaac & Partners | 17 | $1,105.68 | $1,694.81 | $589.13 | 53.28% |
Mariana Coli Dunhill Financial LLC | 293 | $25,500 | $29,238.47 | $3,738.47 | 14.66% |
| LWM Lodestone Wealth Management LLC Lodestone Wealth Management LLC | 772 | $67,998 | $77,014.72 | $9,016.72 | 13.26% |