| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 9,093 | $352,884.48 | $447,739.32 | $94,854.84 | 26.88% |
PAX Financial Group PAX Financial Group LLC | 199,934 | $6.21M | $9.84M | $3.63M | 58.56% |
| YA Yinka Akinsola Blue Trust Inc. | 812 | $30,466.24 | $39,962.58 | $9,496.34 | 31.17% |
| DR Donna Rittershausen Koss-Olinger Consulting LLC | 18,988 | $657,554.44 | $934,209.6 | $276,655.16 | 42.07% |
Jeffery Yorg Focus Partners Advisor Solutions LLC | 25,265 | $990,793.34 | $1.24M | $253,886.88 | 25.62% |
| RWM Revisor Wealth Management LLC Revisor Wealth Management LLC | 14,716 | $517,355.89 | $724,836.58 | $207,480.69 | 40.1% |
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 1,285 | $46,272.85 | $63,401.9 | $17,129.05 | 37.02% |
| TT Timothy Tenneriello Oliver Lagore Vanvalin Investment Group | 1,112 | $37,294.94 | $54,866.08 | $17,571.14 | 47.11% |
| LMK Lawrence M. Korchan Frontier Asset Management LLC | 21,483 | $787,914.64 | $1.06M | $272,271.41 | 34.56% |
| EM Erin Mccann Simplicity Wealth LLC | 5,892 | $228,209.91 | $293,009.16 | $64,799.25 | 28.39% |
| EW Ed West Values First Advisors Inc. | 416 | $14,683.26 | $20,687.68 | $6,004.42 | 40.89% |
Allison Brooke Blake WorthPointe LLC | 40,193 | $1.55M | $2M | $448,955.81 | 28.95% |
Jill Batley Gateway Wealth Partners LLC | 11,586 | $456,573.68 | $578,662.77 | $122,089.09 | 26.74% |
| VI Vincent Incerto LaSalle St. Investment Advisors LLC | 6,501 | $233,608.81 | $324,692.44 | $91,083.63 | 38.99% |
Kelly F. Taylor Whitaker-Myers Wealth Managers Ltd. | 9,127 | $308,889.77 | $455,437.3 | $146,547.53 | 47.44% |
Alexandra Stickelman Root Financial Partners, LLC | 1,643 | $65,671 | $81,919.98 | $16,248.98 | 24.74% |
Christopher C. Powers Farther Finance Advisors, LLC | 13,658 | $549,735 | $676,617.32 | $126,882.32 | 23.08% |
Curtis Burkholder Bare Financial Services, Inc | 27,703 | $997,585.03 | $1.38M | $383,825.06 | 38.48% |
Focus Financial Network Inc. Focus Financial Network, Inc. | 8,251 | $414,367 | $410,858.54 | -$3,508.46 | -0.85% |
| FWP Family Wealth Partners LLC FAMILY WEALTH PARTNERS, LLC | 21,079 | $825,038.08 | $1.04M | $215,210.57 | 26.08% |