| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Thomas J. Suttner McGlone Suttner Wealth Management Inc. | 1,101 | $224,013.94 | $315,876.9 | $91,862.96 | 41.01% |
| SS Sasha Stewart Marmo Financial Group LLC | 968 | $215,148.98 | $274,263.44 | $59,114.46 | 27.48% |
| AEI Amy Elizabeth Ipsen Ipsen Advisor Group LLC | 1,283 | $121,249.77 | $374,674.49 | $253,424.72 | 209.01% |
| EFM Eley Financial Management Inc. Eley Financial Management Inc. | 14,748 | $1.47M | $4.29M | $2.82M | 192.76% |
| FFL Financial Freedom LLC Financial Freedom LLC | 4,388 | $437,636.97 | $1.28M | $842,320.69 | 192.47% |
| CAD Chelsea A. Delgado Main Street Group Ltd. | 606 | $126,014 | $171,697.98 | $45,683.98 | 36.25% |
Ann Reilley Alpha Financial Advisors LLC | 894 | $255,387 | $258,777.24 | $3,390.24 | 1.33% |
Douglas J. Eaton Eaton Financial Holdings Company LLC | 67,142 | $11.37M | $19.34M | $7.97M | 70.07% |
| PIL PFG Investments LLC PFG Investments LLC | 1,471 | $320,568.31 | $427,766.8 | $107,198.49 | 33.44% |
Michael Yoder Yoder Wealth Management Inc. | 105,929 | $19.55M | $30.39M | $10.84M | 55.47% |
David Silver INSTRUMENTAL WEALTH, LLC | 3,214 | $488,213.86 | $931,272.57 | $443,058.71 | 90.75% |
Alexandra Stickelman Root Financial Partners, LLC | 2,662 | $563,628.17 | $760,147.41 | $196,519.24 | 34.87% |
Courtney Holt Compound Planning, Inc. | 2,793 | $463,359.09 | $809,383.47 | $346,024.38 | 74.68% |
Katherine Stoner Empower Advisory Group, LLC | 1,203 | $264,921.64 | $342,000.87 | $77,079.23 | 29.1% |
| SML Sweeney & Michel LLC SWEENEY & MICHEL, LLC | 6,923 | $992,660.83 | $1.99M | $1M | 100.96% |
Jane Bortnem Cherry Tree Wealth Management, LLC | 2,721 | $601,887.39 | $794,532 | $192,644.61 | 32.01% |
Bradley H. Owens LJI Wealth Management, LLC | 2,745 | $340,316.44 | $787,115.02 | $446,798.58 | 131.29% |
Andrew Halac Talon Private Wealth, LLC | 1,407 | $226,882.11 | $403,893.42 | $177,011.31 | 78.02% |
Bradley Harsch Strategic Advocates LLC | 25 | $5,671.46 | $7,172.75 | $1,501.29 | 26.47% |
Christopher C. Powers Farther Finance Advisors, LLC | 12,475 | $3M | $3.66M | $655,953.03 | 21.86% |