| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Sheryl Stephens Stephens Consulting LLC | 250 | $25,513.74 | $33,990 | $8,476.26 | 33.22% |
Dennis Wallace Fortune Financial Advisors LLC | 1,826 | $207,821.3 | $248,262.98 | $40,441.68 | 19.46% |
Scott Register Register Financial Advisors LLC | 21 | $2,487.51 | $2,855.16 | $367.65 | 14.78% |
| FCP Fidelis Capital Partners LLC Fidelis Capital Partners LLC | 2,944 | $325,577 | $409,392.64 | $83,815.64 | 25.74% |
Jeffrey Hanson Breakwater Capital Group | 4,716 | $453,657.77 | $641,187.41 | $187,529.64 | 41.34% |
| AAL Avraham A. Levitan Glass Jacobson Investment Advisors LLC | 19,222 | $1.77M | $2.61M | $840,639.67 | 47.42% |
Thomas J. Suttner McGlone Suttner Wealth Management Inc. | 3,806 | $350,272.65 | $517,463.8 | $167,191.15 | 47.73% |
Scott Highmark Mosaic Family Wealth Partners LLC | 5,977 | $595,837.4 | $812,632.98 | $216,795.58 | 36.39% |
| EFM Eley Financial Management Inc. Eley Financial Management Inc. | 42,127 | $4.37M | $5.82M | $1.45M | 33.17% |
Jarrod Musick Destiny Capital Corp./ Co. | 5,675 | $644,244.78 | $789,449.25 | $145,204.47 | 22.54% |
Kyle Moore Quarry Hill Advisors LLC | 6,890 | $629,126 | $936,764.47 | $307,638.47 | 48.9% |
Daniel McGlinn Grey Fox Wealth Advisors LLC | 1,554 | $212,371 | $211,281.86 | -$1,089.14 | -0.51% |
Andrew Lewis Genesis Private Wealth LLC | 3,016 | $342,980 | $410,055.39 | $67,075.39 | 19.56% |
Vickie Chrisman LMG Wealth Partners LLC | 19,234 | $2.13M | $2.67M | $547,592.42 | 25.74% |
Paul B. Ordonio Park Place Capital Corp. | 3,338 | $306,510.03 | $469,589.81 | $163,079.78 | 53.21% |
Sheila J. Lindsay Bensler LLC | 2,354 | $240,777.08 | $320,049.86 | $79,272.78 | 32.92% |
Jeffrey Steele Silverlake Wealth Management LLC | 2,423 | $245,851.83 | $329,431.1 | $83,579.27 | 34% |
Jill Batley Gateway Wealth Partners LLC | 2,014 | $238,674 | $273,823.46 | $35,149.46 | 14.73% |
Christopher E. Jaccard Financial Alternatives Inc. | 5,970 | $545,121 | $824,755.5 | $279,634.5 | 51.3% |
| PIA Panoramic Investment Advisors LLC Panoramic Investment Advisors LLC | 2,295 | $313,681 | $319,142.7 | $5,461.7 | 1.74% |