| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Dino Efthimiou Delta Wealth Advisors LLC | 7,800 | $742,037.98 | $888,069 | $146,031.02 | 19.68% |
| JC Jared Calvert Buck Wealth Strategies LLC | 1,147 | $130,976 | $130,712.12 | -$263.88 | -0.2% |
Christopher C. Powers Farther Finance Advisors, LLC | 40,021 | $3.63M | $4.52M | $894,947.34 | 24.67% |
Jon Greer GSG Advisors LLC | 15,414 | $1.33M | $1.76M | $431,170.22 | 32.33% |
Kaitlyn Barnes Financial Architects, LLC | 85,047 | $7.5M | $9.64M | $2.15M | 28.61% |
PATRICK M SWEENEY PATRICK M SWEENEY & ASSOCIATES, INC | 1,835 | $209,539 | $210,309.35 | $770.35 | 0.37% |
| FFL Farrell Financial LLC Farrell Financial LLC | 6,342 | $537,535.08 | $720,641.46 | $183,106.38 | 34.06% |
Cass A. Gilbert Gilbert Capital Group, Inc. | 12,128 | $1.2M | $1.38M | $176,583.83 | 14.69% |
Teresa Coleman Creekside Partners | 3,165 | $325,790.19 | $362,202.6 | $36,412.41 | 11.18% |
Jason D. Finley Finley Financial LLC | 9,960 | $974,415.11 | $1.14M | $165,158.29 | 16.95% |
Bradley Wilson Crews Bank & Trust | 143,137 | $13.68M | $16.27M | $2.6M | 18.98% |
| JC Jackson Calvin Sage Investment Counsel LLC | 10,812 | $1.04M | $1.24M | $199,571.49 | 19.21% |
Bay Capital Advisors LLC Bay Capital Advisors LLC | 5,500 | $524,480 | $624,965 | $100,485 | 19.16% |
| RH Richard Harris Aspire Growth Partners LLC | 8,288 | $802,741.88 | $952,166.88 | $149,425 | 18.61% |
| WBC William Bradley Clayton Sagespring Wealth Partners LLC | 24,862 | $2.63M | $2.82M | $195,857.76 | 7.46% |
Horan Wealth LLC Horan Wealth LLC | 7,344 | $838,612 | $839,088.72 | $476.72 | 0.06% |
Harbor Asset Planning Inc. Harbor Asset Planning Inc. | 745 | $74,872.58 | $84,740.02 | $9,867.44 | 13.18% |