| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| TMB Timothy M. Bidwell Hazlett, BURT & WATSON Inc. | 60 | $4,400.4 | $5,000.7 | $600.3 | 13.64% |
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 176 | $13,059.94 | $14,607.12 | $1,547.18 | 11.85% |
| WJF William J. Fennie III FIDELITY D & D BAN Corp. Inc. | 95,956 | $7.04M | $8M | $957,823.62 | 13.61% |
Jeffrey Dominguez Dominguez Wealth Management Solutions Inc. | 6,610 | $350,280.02 | $548,464.75 | $198,184.73 | 56.58% |
| RE Rod Ehrlich Wayfinding Financial LLC | 4,824 | $362,895.76 | $402,152.76 | $39,257 | 10.82% |
Matthew Liebman Amplius Wealth Advisors LLC | 2,879 | $152,546.22 | $234,033.91 | $81,487.69 | 53.42% |
| JG Jaclyn Gilbert SAXON INTERESTS Inc. | 15,133 | $911,897.78 | $1.26M | $352,540.03 | 38.66% |
| PE Paul Elam Oak Harbor Wealth Partners LLC | 211 | $15,575.54 | $17,308.33 | $1,732.79 | 11.13% |
Dalila Toledo Ascent Group LLC | 4,435 | $333,519.5 | $364,446.12 | $30,926.62 | 9.27% |
Michael Byun SageView Advisory Group LLC | 27 | $1,981 | $2,218.72 | $237.72 | 12% |
Jessica Thayer Unique Wealth LLC | 5,644 | $419,011 | $465,065.6 | $46,054.6 | 10.99% |
Jill Batley Gateway Wealth Partners LLC | 6,729 | $496,909.71 | $555,310.72 | $58,401.01 | 11.75% |
| 3IP 3Chopt Investment Partners LLC 3Chopt Investment Partners, LLC | 2,468 | $185,399.23 | $202,968.32 | $17,569.09 | 9.48% |
Christopher C. Powers Farther Finance Advisors, LLC | 1,229 | $90,440.13 | $99,905.41 | $9,465.28 | 10.47% |
Courtney Haddad Concurrent Investment Advisors, LLC | 2,810 | $208,614 | $231,234.9 | $22,620.9 | 10.84% |
Twin Peaks Wealth Advisors LLC TWIN PEAKS WEALTH ADVISORS, LLC | 81 | $6,013 | $6,650.1 | $637.1 | 10.6% |
Joshua Stipcich Tidemark, LLC | 6,317 | $368,510.13 | $518,594.11 | $150,083.98 | 40.73% |
| AFL Abound Financial LLC ABOUND FINANCIAL, LLC | 24,713 | $1.83M | $2.03M | $195,356.38 | 10.65% |
VestGen Advisors LLC VestGen Advisors LLC | 8,181 | $608,680.97 | $662,047.42 | $53,366.45 | 8.77% |
| DN Daniel Newman Noble Wealth Management PBC | 41 | $2,560 | $3,319.15 | $759.15 | 29.65% |