| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| BZ Brandon Zatopek Commonwealth Equity Services LLC | 22,453 | $1.96M | $1.9M | -$61,144.15 | -3.12% |
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 169 | $12,546.56 | $14,314.3 | $1,767.74 | 14.09% |
| WJF William J. Fennie III FIDELITY D & D BAN Corp. Inc. | 92,813 | $6.81M | $7.76M | $948,709.6 | 13.94% |
Jeffrey Dominguez Dominguez Wealth Management Solutions Inc. | 6,610 | $350,280.02 | $537,194.7 | $186,914.68 | 53.36% |
| RE Rod Ehrlich Wayfinding Financial LLC | 4,952 | $373,903.76 | $425,129.2 | $51,225.44 | 13.7% |
Matthew Liebman Amplius Wealth Advisors LLC | 2,879 | $152,546.22 | $233,976.33 | $81,430.11 | 53.38% |
Jaclyn Gilbert SAXON INTERESTS Inc. | 15,133 | $911,897.78 | $1.3M | $387,270.27 | 42.47% |
Paul Elam Oak Harbor Wealth Partners LLC | 248 | $18,757.54 | $20,724.12 | $1,966.58 | 10.48% |
Dalila Toledo Ascent Group LLC | 4,435 | $333,519.5 | $360,432.45 | $26,912.95 | 8.07% |
Adam Schwallier Schwallier Wealth Management LLC | 59,168 | $5.16M | $5.1M | -$54,730 | -1.06% |
Jessica Thayer Unique Wealth LLC | 9,479 | $753,327.2 | $770,358.33 | $17,031.13 | 2.26% |
Jill Batley Gateway Wealth Partners LLC | 6,729 | $496,909.71 | $546,865.83 | $49,956.12 | 10.05% |
David Greenleigh LUTS & GREENLEIGH GROUP Inc. | 2,307 | $201,113 | $194,826.15 | -$6,286.85 | -3.13% |
| 3IP 3Chopt Investment Partners LLC 3Chopt Investment Partners, LLC | 2,267 | $170,255.48 | $184,239.09 | $13,983.61 | 8.21% |
Christopher C. Powers Farther Finance Advisors, LLC | 4,399 | $366,759.78 | $357,506.73 | -$9,253.05 | -2.52% |
Envestnet Portfolio Solutions Inc. Envestnet Portfolio Solutions, Inc. | 3,445 | $300,318 | $279,975.15 | -$20,342.85 | -6.77% |
Courtney Haddad Concurrent Investment Advisors, LLC | 2,810 | $208,614 | $228,368.7 | $19,754.7 | 9.47% |
Joshua Stipcich Tidemark, LLC | 5,562 | $324,466.26 | $469,710.9 | $145,244.64 | 44.76% |
| AFL Abound Financial LLC ABOUND FINANCIAL, LLC | 24,334 | $1.81M | $2.1M | $292,251.46 | 16.18% |
Heather Fowler A4 Wealth Advisors LLC | 29,248 | $2.55M | $2.38M | -$172,709.04 | -6.77% |