| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Beth Steinhaus Breakwater Investment Management | 1,548 | $190,682.67 | $250,512.84 | $59,830.17 | 31.38% |
Brandon Smith FLYWHEEL PRIVATE WEALTH LLC | 5,144 | $675,355.51 | $832,453.52 | $157,098.01 | 23.26% |
| LCB Lawrence C. Busch Sage Capital Management, LLC | 3,372 | $399,400.85 | $545,690.76 | $146,289.91 | 36.63% |
| DWM Diversify Wealth Management LLC DIVERSIFY WEALTH MANAGEMENT, LLC | 3,644 | $557,609 | $589,708.52 | $32,099.52 | 5.76% |
| FFL Farrell Financial LLC Farrell Financial LLC | 1,292 | $201,982 | $209,084.36 | $7,102.36 | 3.52% |
David Archibald Squire Investment Management Company, LLC | 8,819 | $1.1M | $1.43M | $330,702.09 | 30.16% |
Andrew Bowers BridgePort Financial Solutions, LLC | 2,405 | $328,119.41 | $389,201.15 | $61,081.74 | 18.62% |
| DMR Donna M Ryberg Smith Thornton Advisors LLC | 3,159 | $382,175.51 | $511,220.97 | $129,045.46 | 33.77% |
Jane King Fairfield Financial Advisors, LTD | 2,142 | $304,313.95 | $346,639.86 | $42,325.91 | 13.91% |
Chad Warrick Summit Wealth Partners, LLC | 28,187 | $3.62M | $4.56M | $942,844.03 | 26.06% |
Samantha Cox Capital Investment Counsel, LLC | 3,057 | $408,213.98 | $494,714.31 | $86,500.33 | 21.19% |
Lifewealth Investments LLC LifeWealth Investments, LLC | 1,500 | $213,150 | $242,745 | $29,595 | 13.88% |
Greg Reidy Granite FO LLC | 15,587 | $1.93M | $2.52M | $592,967.03 | 30.73% |
Michael W. Mustico MUSTICO FINANCIAL GROUP, INC. | 1,808 | $257,493.19 | $292,588.64 | $35,095.45 | 13.63% |
Bryan Gort Quest 10 Wealth Builders, Inc. | 4,313 | $566,268.22 | $697,972.79 | $131,704.57 | 23.26% |
Accelerate Investment Advisors LLC Accelerate Investment Advisors LLC | 2,007 | $266,609.59 | $324,792.81 | $58,183.22 | 21.82% |
Paul V. Ryan Jr FLAGSHIP WEALTH ADVISORS, LLC | 8,364 | $1.1M | $1.35M | $250,836.42 | 22.75% |
Taryn Anderson YANKCOM Partnership | 2,550 | $334,789.5 | $412,666.5 | $77,877 | 23.26% |
David Levy Diversified Enterprises LLC | 1,378 | $184,288 | $223,001.74 | $38,713.74 | 21.01% |
Pines Wealth Management LLC Pines Wealth Management LLC | 3,572 | $463,753.78 | $578,056.76 | $114,302.98 | 24.65% |