| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| RS Robert Sinnaeve SS&H Financial Advisors Inc. | 6,500 | $423,219 | $719,745 | $296,526 | 70.06% |
| WJ William Jollie Quent Capital LLC | 5 | $375.45 | $553.87 | $178.42 | 47.52% |
| RAF Richard A. Flora Key Client Fiduciary Advisors LLC | 6,466 | $441,498.48 | $716,271.15 | $274,772.67 | 62.24% |
Michael Byun SageView Advisory Group LLC | 400 | $32,148 | $44,310 | $12,162 | 37.83% |
Leanne Menzel Smallwood Wealth Investment Management LLC | 425 | $30,515 | $47,109.12 | $16,594.12 | 54.38% |
Amanda Hawley Atria Wealth Solutions Inc. | 4,728 | $337,669.74 | $524,997.12 | $187,327.38 | 55.48% |
Leonid Berline ARMSTRONG ADVISORY GROUP Inc. | 8,528 | $738,067.95 | $946,949.13 | $208,881.18 | 28.3% |
| FWA FSM Wealth Advisors LLC FSM Wealth Advisors LLC | 2,224 | $233,364.32 | $246,952.96 | $13,588.64 | 5.82% |
| LWM Lodestone Wealth Management LLC Lodestone Wealth Management LLC | 400 | $32,148 | $44,416 | $12,268 | 38.16% |
| MS Michael Snyder Beaumont Financial Advisors LLC | 3,236 | $222,818.43 | $359,325.44 | $136,507.01 | 61.26% |
| SS Sheryl Stephens Stephens Consulting LLC | 301 | $19,298 | $33,423.04 | $14,125.04 | 73.19% |
| BG Becki Goebel TCP Asset Management LLC | 2,198 | $230,643 | $244,065.92 | $13,422.92 | 5.82% |
| SS Stephen Smith Kestra Investment Management LLC | 3,433 | $257,784 | $381,200.32 | $123,416.32 | 47.88% |
| SA Steve Alexandrowski GEM Asset Management LLC | 8,327 | $602,541.96 | $924,630.09 | $322,088.13 | 53.45% |
| WJW Walter J. West Milestone Asset Management LLC | 5,940 | $492,488.03 | $658,508.4 | $166,020.37 | 33.71% |
David Bach River Street Advisors LLC | 3,130 | $200,664.7 | $347,555.2 | $146,890.5 | 73.2% |
| NH Nathaniel Holden Core Wealth Partners LLC | 3,683 | $236,118 | $408,960.32 | $172,842.32 | 73.2% |
| SJC Samuel J. Conte II Massachusetts Wealth Management | 3,940 | $295,855 | $437,497.6 | $141,642.6 | 47.88% |
| PIL PFG Investments LLC PFG Investments LLC | 6,705 | $439,421.25 | $744,523.21 | $305,101.96 | 69.43% |
David Silver INSTRUMENTAL WEALTH, LLC | 11,948 | $813,217.94 | $1.33M | $513,487.99 | 63.14% |