| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 15,156 | $438,496.8 | $479,156.94 | $40,660.14 | 9.27% |
PAX Financial Group PAX Financial Group LLC | 137,113 | $3.41M | $4.33M | $921,936.95 | 27.06% |
| YA Yinka Akinsola Blue Trust Inc. | 3,088 | $77,887.88 | $97,735.2 | $19,847.32 | 25.48% |
| PO Patrick O'Connell Security Financial Services Inc. | 11,166 | $299,488.22 | $359,331.93 | $59,843.71 | 19.98% |
| EW Ed West Values First Advisors Inc. | 15,256 | $399,938.32 | $485,827.32 | $85,889 | 21.48% |
Adam Schwallier Schwallier Wealth Management LLC | 8,122 | $235,542 | $259,619.73 | $24,077.73 | 10.22% |
| JO Jackson O'Connor O'Connor Financial Group LLC | 190,542 | $4.88M | $6.04M | $1.16M | 23.77% |
Kelly F. Taylor Whitaker-Myers Wealth Managers Ltd. | 6,235 | $204,945 | $198,647.1 | -$6,297.9 | -3.07% |
| ACL AIFG Consultants Ltd. AIFG Consultants Ltd. | 30,181 | $771,089.26 | $960,812.13 | $189,722.87 | 24.6% |
Curtis Burkholder Bare Financial Services, Inc | 440,015 | $11.81M | $14M | $2.19M | 18.51% |
Discipline Wealth Solutions LLC Discipline Wealth Solutions, LLC | 27,683 | $802,807 | $880,596.23 | $77,789.23 | 9.69% |
Dan Wohlgemuth 49 WEALTH MANAGEMENT, LLC | 40,364 | $1.03M | $1.28M | $253,923.17 | 24.68% |
| OFO OneAscent Family Office LLC OneAscent Family Office LLC | 25,912 | $647,485.7 | $824,649.4 | $177,163.7 | 27.36% |
SageOak Financial LLC SageOak Financial LLC | 30,128 | $766,206.59 | $955,961.44 | $189,754.85 | 24.77% |
| PAW Plan A Wealth LLC Plan A Wealth LLC | 8,109 | $202,548.77 | $256,852.57 | $54,303.8 | 26.81% |