| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| TMB Timothy M. Bidwell Hazlett, BURT & WATSON Inc. | 60 | $4,816.8 | $5,610 | $793.2 | 16.47% |
| JS Jason Skolnick FIRST NATIONAL Corp. /MA/ /ADV | 12,167 | $917,391.8 | $1.14M | $220,222.7 | 24.01% |
Schwarz Dygos Wheeler Investment Schwarz Dygos Wheeler Investment Advisors LLC | 2,604 | $223,006.56 | $242,198.04 | $19,191.48 | 8.61% |
Jeff Ameen Spire Wealth Management | 1,399 | $118,623.16 | $131,006.42 | $12,383.26 | 10.44% |
| KB Kristina Bentzen Paradigm, Strategies in Wealth Management LLC | 6,704 | $574,130.56 | $623,539.04 | $49,408.48 | 8.61% |
Kyle P. Smith NewEdge Wealth LLC | 15,189 | $1.3M | $1.41M | $114,145.33 | 8.78% |
| RE Rod Ehrlich Wayfinding Financial LLC | 70,988 | $4.97M | $6.64M | $1.68M | 33.82% |
| JB Joel Blattner Avaii Wealth Management LLC | 144,432 | $10.59M | $13.55M | $2.96M | 27.97% |
John Flavin Aspire Capital Advisors LLC | 131,769 | $11.28M | $12.37M | $1.08M | 9.57% |
| NCM NCM Capital Management LLC NCM Capital Management LLC | 8,725 | $716,657 | $818,754 | $102,097 | 14.25% |
| TM Tracy Murray EdgeRock Capital LLC | 3,065 | $262,486.6 | $287,466.35 | $24,979.75 | 9.52% |
| RW Roger Wittlin Roger Wittlin Investment Advisory LLC | 4,252 | $364,141.28 | $394,531.17 | $30,389.89 | 8.35% |
| PE Paul Elam Oak Harbor Wealth Partners LLC | 196 | $16,292.32 | $18,268.18 | $1,975.86 | 12.13% |
| LWL Leo Wealth LLC Leo Wealth LLC | 5,872 | $502,835 | $547,299.76 | $44,464.76 | 8.84% |
Dalila Toledo Ascent Group LLC | 5,254 | $405,857.92 | $489,114.3 | $83,256.38 | 20.51% |
Michael Byun SageView Advisory Group LLC | 32 | $2,569 | $2,979 | $410 | 15.96% |
Leonid Berline ARMSTRONG ADVISORY GROUP Inc. | 140 | $11,990 | $13,046.6 | $1,056.6 | 8.81% |
| NB Nolan Baker Retirement Guys Formula LLC | 43,072 | $3.69M | $4.01M | $323,901.44 | 8.78% |
| RD Rodrigo Diaz Plan Group Financial LLC | 70,433 | $5.7M | $6.57M | $867,739.23 | 15.22% |
Jessica Thayer Unique Wealth LLC | 5,188 | $444,298 | $483,521.6 | $39,223.6 | 8.83% |