| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| BR Bill Reuther SILVER OAK SECURITIES Inc.ORPORATED | 1,057 | $31,764.38 | $31,910.83 | $146.45 | 0.46% |
| AB Anthony Bruccoleri Equitable Holdings Inc. | 6,806 | $206,834.34 | $207,991.36 | $1,157.02 | 0.56% |
PAX Financial Group PAX Financial Group LLC | 163,445 | $3.89M | $5.01M | $1.12M | 28.67% |
| XPN XY Planning Network Inc. XY Planning Network Inc. | 18,016 | $544,984 | $546,155.04 | $1,171.04 | 0.21% |
| KMT Kirk M. Tokheim Ameritas Advisory Services LLC | 789 | $23,977.71 | $24,115.78 | $138.07 | 0.58% |
Patrick O'Connell Security Financial Services Inc. | 9,749 | $264,599 | $298,611.87 | $34,012.87 | 12.85% |
Ed West Values First Advisors Inc. | 32,095 | $850,222.75 | $974,083.25 | $123,860.5 | 14.57% |
Michael Radoff LGT Financial Advisors LLC | 3,248 | $87,972.47 | $98,576.8 | $10,604.33 | 12.05% |
Jackson O'Connor O'Connor Financial Group LLC | 496,003 | $13.08M | $15.09M | $2.01M | 15.36% |
Meriwether Wealth & Planning LLC Meriwether Wealth & Planning LLC | 16,025 | $434,109.74 | $486,839.5 | $52,729.76 | 12.15% |
SageOak Financial LLC SageOak Financial LLC | 60,000 | $1.56M | $1.81M | $247,927.59 | 15.86% |
| KMA Kristy Michelle Afraimi BAM Wealth Management LLC | 10,422 | $272,847.54 | $318,486.94 | $45,639.4 | 16.73% |