| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| AAL Avraham A. Levitan Glass Jacobson Investment Advisors LLC | 10,354 | $670,953.41 | $875,534.24 | $204,580.83 | 30.49% |
Thomas J. Suttner McGlone Suttner Wealth Management Inc. | 49,678 | $3.31M | $4.23M | $913,888.11 | 27.58% |
| AEI Amy Elizabeth Ipsen Ipsen Advisor Group LLC | 5,302 | $340,555.07 | $452,711.27 | $112,156.2 | 32.93% |
| EFM Eley Financial Management Inc. Eley Financial Management Inc. | 3,334 | $223,578.06 | $284,756.94 | $61,178.88 | 27.36% |
| CAD Chelsea A. Delgado Main Street Group Ltd. | 60 | $4,222 | $5,065.8 | $843.8 | 19.99% |
| JC Jared Calvert Buck Wealth Strategies LLC | 1,071 | $82,735 | $91,420.56 | $8,685.56 | 10.5% |
Michael Yoder Yoder Wealth Management Inc. | 98,220 | $6.6M | $8.31M | $1.7M | 25.79% |
Scott Boyce Decker Retirement Planning Inc. | 277 | $18,102 | $23,456.36 | $5,354.36 | 29.58% |
Courtney Holt Compound Planning, Inc. | 6,049 | $391,207.92 | $516,130.92 | $124,923 | 31.93% |
| SML Sweeney & Michel LLC SWEENEY & MICHEL, LLC | 3,230 | $207,882.86 | $273,096.5 | $65,213.64 | 31.37% |
Jane Bortnem Cherry Tree Wealth Management, LLC | 2,484 | $184,511.56 | $211,289.04 | $26,777.48 | 14.51% |
John Hayes LongView Wealth Management | 4,159 | $271,034.47 | $352,620.81 | $81,586.34 | 30.1% |
Christopher C. Powers Farther Finance Advisors, LLC | 10,729 | $782,581.75 | $896,407.95 | $113,826.2 | 14.54% |
Marilou Davido WFA Asset Management Corp | 582 | $33,735.72 | $49,531.11 | $15,795.39 | 46.82% |
NICOLE MARTIN Arlington Trust Co LLC | 600 | $40,992 | $50,646 | $9,654 | 23.55% |
Envestnet Portfolio Solutions Inc. Envestnet Portfolio Solutions, Inc. | 13,189 | $945,687.67 | $1.12M | $178,608.63 | 18.89% |
Charles Corkery PUREfi Wealth, LLC | 5,599 | $365,895 | $476,222.94 | $110,327.94 | 30.15% |
James Rankin Modern Wealth Management, LLC | 113,358 | $7.27M | $9.68M | $2.41M | 33.16% |
Benj Foor Frazier Financial Advisors, LLC | 133 | $8,604 | $11,246.48 | $2,642.48 | 30.71% |
Amir Har-El Savvy Advisors, Inc. | 4,643 | $318,482.61 | $396,326.48 | $77,843.87 | 24.44% |