| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Brian O'Rourke O'ROURKE & COMPANY Inc. | 5,235 | $442,446.08 | $504,444.6 | $61,998.52 | 14.01% |
| EAM Edward A. McDonough McDonough Capital Management Inc. | 2,639 | $239,621.2 | $254,294.04 | $14,672.84 | 6.12% |
Marc H. Stone Tyler-Stone Wealth Management | 8,006 | $697,523.42 | $779,704.34 | $82,180.92 | 11.78% |
| RAF Richard A. Flora Key Client Fiduciary Advisors LLC | 8,478 | $635,445.07 | $825,672.42 | $190,227.35 | 29.94% |
| EM Erin Mccann Simplicity Wealth LLC | 5,164 | $483,556.96 | $502,921.96 | $19,365 | 4% |
Christopher Schurmann Summit Investment Advisory Services LLC | 2,665 | $242,222.58 | $259,544.35 | $17,321.77 | 7.15% |
Michael Byun SageView Advisory Group LLC | 4,290 | $389,557.7 | $417,760.2 | $28,202.5 | 7.24% |
Kristofer Gray Integrity Financial Corp. /WA | 5,897 | $437,425.26 | $574,308.83 | $136,883.57 | 31.29% |
| SM Samuel Miller Kraft, Davis & Associates LLC | 6,162 | $490,279.78 | $600,117.18 | $109,837.4 | 22.4% |
| CS Catherine Salsman Paragon Private Wealth Management LLC | 30,693 | $2.54M | $2.99M | $450,322.53 | 17.74% |
| BAW Boyce & Associates Wealth Consulting Inc. Boyce & Associates Wealth Consulting Inc. | 11,683 | $892,048.36 | $1.14M | $245,291.69 | 27.5% |
| TG Timothy Gerlach Novem Group | 6,157 | $573,036.21 | $599,568.66 | $26,532.45 | 4.63% |
Amanda Hawley Atria Wealth Solutions Inc. | 108,634 | $7.94M | $10.58M | $2.64M | 33.23% |
Jeffrey Gilbert Balboa Wealth Partners | 3,962 | $357,184.16 | $385,106.4 | $27,922.24 | 7.82% |
Angela Cox W Advisors LLC | 4,433 | $410,096.83 | $430,887.6 | $20,790.77 | 5.07% |
Adam Schwallier Schwallier Wealth Management LLC | 8,930 | $744,646.02 | $867,996 | $123,349.98 | 16.56% |
Linda M. Dagilus Greenfield Savings Bank | 2,219 | $201,684.91 | $215,906.48 | $14,221.57 | 7.05% |
Mariana Coli Dunhill Financial LLC | 274 | $24,903 | $26,693.08 | $1,790.08 | 7.19% |
Lukas Lindgren Abound Wealth Management | 350 | $31,812 | $33,747 | $1,935 | 6.08% |
| SMK Solomon M. Kilgroe Cyndeo Wealth Partners LLC | 5,695 | $517,234.93 | $554,806.9 | $37,571.97 | 7.26% |