| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Timothy M. Bidwell Hazlett, BURT & WATSON Inc. | 11 | $500.39 | $620.4 | $120.01 | 23.98% |
| BZ Brandon Zatopek Commonwealth Equity Services LLC | 43,455 | $2.61M | $2.45M | -$167,067.4 | -6.39% |
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 4,452 | $233,418.36 | $250,736.64 | $17,318.28 | 7.42% |
| AVO Anthony Van Ore NOTTINGHAM ADVISORS Inc. | 11,034 | $529,963 | $621,434.88 | $91,471.88 | 17.26% |
Donna Rittershausen Koss-Olinger Consulting LLC | 1.08M | $47.83M | $61.33M | $13.5M | 28.23% |
Brian Baylis Bell Investment Advisors Inc. | 174 | $7,798.68 | $9,894.51 | $2,095.83 | 26.87% |
Paul Elam Oak Harbor Wealth Partners LLC | 13,478 | $616,079.36 | $767,774.27 | $151,694.91 | 24.62% |
Amanda Hawley Atria Wealth Solutions Inc. | 5,133 | $221,217.59 | $291,888.04 | $70,670.45 | 31.95% |
| LV Leah Vaden Redwood Financial Network Corp. | 5,816 | $233,369.54 | $331,744.64 | $98,375.1 | 42.15% |
Kevin Zemann WealthPlan Investment Management LLC | 5,380 | $284,302.37 | $303,001.6 | $18,699.23 | 6.58% |
| LWM Lodestone Wealth Management LLC Lodestone Wealth Management LLC | 441 | $22,109.39 | $24,903.27 | $2,793.88 | 12.64% |
Loni Adams Daymark Wealth Partners LLC | 3,530 | $212,382 | $199,339.1 | -$13,042.9 | -6.14% |
| QS Quentin Stoker Gallacher Capital Management LLC | 15,047 | $646,402.29 | $853,315.37 | $206,913.08 | 32.01% |
Andy Peters Goldstein Advisors LLC | 230,303 | $9.45M | $12.97M | $3.52M | 37.3% |
Kyle Kelley Family Capital Management Inc. | 65,362 | $2.88M | $3.72M | $840,918.62 | 29.24% |
| AEI Amy Elizabeth Ipsen Ipsen Advisor Group LLC | 116,107 | $5.36M | $6.59M | $1.24M | 23.06% |
Joe-Ben O'Banion TITLEIST ASSET MANAGEMENT, LLC | 7,027 | $352,695.13 | $397,341.71 | $44,646.58 | 12.66% |
Annmarie Young KPP Advisory Services LLC | 8,926 | $403,448.76 | $504,854.56 | $101,405.8 | 25.13% |
Christopher C. Powers Farther Finance Advisors, LLC | 2,010 | $109,519.64 | $113,203.2 | $3,683.56 | 3.36% |
James Rankin Modern Wealth Management, LLC | 10,634 | $559,878.77 | $603,430.58 | $43,551.81 | 7.78% |