| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| RW Ryan Westerbeck Greenup Street Wealth Management LLC | 11,958 | $1.63M | $1.93M | $300,842.23 | 18.43% |
John Gorlow Cardiff Park Advisors LLC | 540 | $74,952 | $86,049 | $11,097 | 14.81% |
Kathleen Thornhill Confluence Wealth Services Inc. | 1,866 | $261,783.96 | $296,227.5 | $34,443.54 | 13.16% |
| BFA Blackston Financial Advisory Group LLC Blackston Financial Advisory Group LLC | 2,772 | $386,666.28 | $445,626.72 | $58,960.44 | 15.25% |
| TRI Trail Ridge Investment Advisors LLC Trail Ridge Investment Advisors LLC | 16,632 | $2.25M | $2.67M | $419,273.33 | 18.65% |
Michael Hackman HFG Advisors Inc. | 1,405 | $203,317.55 | $226,247.15 | $22,929.6 | 11.28% |
W. Travis McKinney HB Wealth Management LLC | 30,438 | $4.07M | $4.9M | $835,375.31 | 20.55% |
Daniel Forbes Forbes Financial Planning Inc. | 4,080 | $566,304 | $647,108.4 | $80,804.4 | 14.27% |
Paul Elam Oak Harbor Wealth Partners LLC | 112 | $16,207.52 | $17,970.96 | $1,763.44 | 10.88% |
William Jollie Quent Capital LLC | 310 | $55,366 | $49,913.1 | -$5,452.9 | -9.85% |
Dalila Toledo Ascent Group LLC | 1,457 | $181,396.5 | $231,663 | $50,266.5 | 27.71% |
Patrick O'Connell Security Financial Services Inc. | 1,440 | $203,760 | $231,264 | $27,504 | 13.5% |
Chad Soukup jvl associates LLC | 3,605 | $521,798.6 | $577,989.65 | $56,191.05 | 10.77% |
| CS Catherine Salsman Paragon Private Wealth Management LLC | 3,799 | $501,083.99 | $608,333.87 | $107,249.88 | 21.4% |
Christopher M. Marks Sterling Investment Counsel LLC | 2,196 | $310,723.46 | $352,655.64 | $41,932.18 | 13.5% |
Scott Williams Investmark Advisory Group LLC | 3,255 | $388,041.6 | $524,640.9 | $136,599.3 | 35.2% |
Christopher Warner WARNER FINANCIAL Inc. | 2,247 | $293,878.91 | $362,216.4 | $68,337.49 | 23.25% |
Amanda Hawley Atria Wealth Solutions Inc. | 3,774 | $508,114.53 | $607,651.74 | $99,537.21 | 19.59% |
Matthew Heller Willner & Heller LLC | 8,982 | $1.24M | $1.45M | $205,853.06 | 16.57% |
Jeffrey Gilbert Balboa Wealth Partners | 1,584 | $224,136 | $251,570.88 | $27,434.88 | 12.24% |