| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| HS Helen Semus Semus Wealth Partners LLC | 6,036 | $494,474.16 | $541,791.36 | $47,317.2 | 9.57% |
| TJS Thomas J. Suttner McGlone Suttner Wealth Management Inc. | 3,227 | $248,956.85 | $289,300.55 | $40,343.7 | 16.21% |
Lydia Moore MRP Capital Investments LLC | 10,480 | $754,720 | $939,532 | $184,812 | 24.49% |
| NC Neil Christ Oak Hill Wealth Advisors LLC | 8,359 | $599,257.14 | $750,303.84 | $151,046.7 | 25.21% |
David Bach River Street Advisors LLC | 23,469 | $1.65M | $2.1M | $451,078.84 | 27.29% |
| AEI Amy Elizabeth Ipsen Ipsen Advisor Group LLC | 6,547 | $516,143.08 | $586,938.55 | $70,795.47 | 13.72% |
| MV Moises Valladares Insigneo Advisory Services LLC | 21,950 | $1.46M | $1.97M | $507,384.29 | 34.74% |
John Canning Mi LLCreek Capital Advisors LLC | 5,917 | $370,213.41 | $530,459.05 | $160,245.64 | 43.28% |
| TS Todd Schanel Core Wealth Management Inc. | 32,378 | $2.48M | $2.91M | $425,623.97 | 17.16% |
| MR Michael Radoff LGT Financial Advisors LLC | 114 | $7,914 | $10,221.81 | $2,307.81 | 29.16% |
| SH Scott Highmark Mosaic Family Wealth Partners LLC | 24,015 | $2.02M | $2.15M | $137,938.21 | 6.85% |
Brendan G. Moody Watershed Private Wealth LLC | 4,323 | $294,159.34 | $383,882.4 | $89,723.06 | 30.5% |
| KLM Kate L. Miller STAR Financial Bank | 2,989 | $220,630.25 | $267,963.85 | $47,333.6 | 21.45% |
| ST Steven Trigili Garden State Investment Advisory Services LLC | 6,616 | $446,927.36 | $593,124.4 | $146,197.04 | 32.71% |
Daniel McGlinn Grey Fox Wealth Advisors LLC | 2,908 | $255,211 | $258,230.4 | $3,019.4 | 1.18% |
| FFL Financial Freedom LLC Financial Freedom LLC | 137 | $11,291.89 | $12,282.05 | $990.16 | 8.77% |
| SL Sarah Ludden Clifford Group LLC | 7,059 | $511,751.51 | $632,839.35 | $121,087.84 | 23.66% |
Andrew Lewis Genesis Private Wealth LLC | 2,313 | $214,831 | $206,030.47 | -$8,800.53 | -4.1% |
Kevin King LEGACY FINANCIAL GROUP Inc. | 3,631 | $290,398.65 | $325,573.61 | $35,174.96 | 12.11% |
Andrew T. Gardener Tanglewood Legacy Advisors LLC | 7,800 | $652,080 | $699,270 | $47,190 | 7.24% |