| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| PS Paula Spurgeon BankPlus Trust Department | 766 | $21,088 | $30,387.22 | $9,299.22 | 44.1% |
VestGen Advisors LLC VestGen Advisors LLC | 6,133 | $214,165.7 | $243,541.43 | $29,375.73 | 13.72% |
C. Eric Christiansen Quantum Financial Planning Services Inc. | 9,882 | $328,675 | $396,959.94 | $68,284.94 | 20.78% |
Elizabeth Arce Sovran Advisors LLC | 7,564 | $255,042.63 | $300,063.88 | $45,021.25 | 17.65% |
Westmount Partners LLC Westmount Partners LLC | 9,036 | $243,898.77 | $358,819.56 | $114,920.79 | 47.12% |
| LS Laura Steagall-Cissell Veridan Wealth LLC | 149,046 | $5.27M | $5.91M | $644,046.48 | 12.22% |
| DDP Daniel Da Ponte Axis Wealth Partners LLC | 28,252 | $958,780.45 | $1.12M | $163,106.47 | 17.01% |
| DCL Dahring | Cusmano LLC Dahring | Cusmano LLC | 223,827 | $6.69M | $8.88M | $2.18M | 32.6% |
ADG Wealth Management Group LLC ADG Wealth Management Group LLC | 4,726 | $175,800 | $187,433.16 | $11,633.16 | 6.62% |
| DP Debra Pladsen Fortress Financial Group LLC | 9,815 | $365,133 | $389,508.27 | $24,375.27 | 6.68% |
| CJC Christopher J. Ciehanski Centricity Wealth Management LLC | 637 | $17,537 | $25,279.34 | $7,742.34 | 44.15% |
| GJM Gabriel J. Markiz Portland Financial Advisors Inc. | 5,984 | $211,278.51 | $237,475.04 | $26,196.53 | 12.4% |
| DN Daniel Newman Noble Wealth Management PBC | 135,815 | $4.53M | $5.39M | $855,719.42 | 18.88% |
| DT David Tepp Tepp RIA LLC | 253,799 | $9.44M | $10.07M | $629,420.33 | 6.67% |
| LH Lyle Hershey Master's Wealth Management Inc. | 11,683 | $434,608 | $463,464.61 | $28,856.61 | 6.64% |
| SFA Salus Financial Advisors LLC Salus Financial Advisors LLC | 17,302 | $515,127.19 | $686,370.34 | $171,243.15 | 33.24% |
| BCW Ball & Co Wealth Management Inc. Ball & Co Wealth Management Inc. | 15,129 | $419,898.07 | $601,453.39 | $181,555.32 | 43.24% |
Ameriflex Group Inc. Ameriflex Group Inc. | 2,338 | $82,516.94 | $92,935.5 | $10,418.56 | 12.63% |
| ECC Elizabeth C. Carr CLG LLC | 55,100 | $1.68M | $2.23M | $547,073.57 | 32.58% |
Matthew Chester Tableaux LLC | 433,107 | $15.41M | $17.22M | $1.8M | 11.7% |