| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| LR Lisa Rolon Fifth Third Wealth Advisors LLC | 6,635 | $570,701.74 | $741,262.2 | $170,560.46 | 29.89% |
| KMT Kirk M. Tokheim Ameritas Advisory Services LLC | 1,284 | $150,305.04 | $144,360.12 | -$5,944.92 | -3.96% |
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 1,342 | $108,296.81 | $150,203.35 | $41,906.54 | 38.7% |
Jennifer Scott Scott Capital Advisors LLC | 24,807 | $2.39M | $2.77M | $378,390.97 | 15.8% |
| EAI Evolution Advisers Inc. Evolution Advisers Inc. | 42,779 | $2.75M | $4.76M | $2.01M | 73.21% |
Amir Ali Monsefi Aire Advisors LLC | 2,016 | $235,992.96 | $225,096.48 | -$10,896.48 | -4.62% |
| RW Ryan Westerbeck Greenup Street Wealth Management LLC | 12,069 | $1.31M | $1.35M | $43,279.74 | 3.32% |
Marshall McCormick Fingerlakes Wealth Management Inc. | 4,108 | $387,470.1 | $461,718.66 | $74,248.56 | 19.16% |
W. Travis McKinney HB Wealth Management LLC | 14,018 | $1.32M | $1.58M | $254,693.19 | 19.27% |
Timothy Gerlach Novem Group | 2,646 | $227,769.26 | $292,250.7 | $64,481.44 | 28.31% |
Christopher Warner WARNER FINANCIAL Inc. | 3,516 | $344,061.59 | $392,455.92 | $48,394.33 | 14.07% |
| LV Leah Vaden Redwood Financial Network Corp. | 1,938 | $226,862.28 | $215,573.43 | -$11,288.85 | -4.98% |
Rachel Faulk Cape Investment Advisory Inc. | 805 | $94,233 | $90,514.2 | -$3,718.8 | -3.95% |
Scott Crane Crane Advisory LLC | 3,418 | $334,715.35 | $381,175.36 | $46,460.01 | 13.88% |
Erik Brenner Hilltop Partners LLC | 2,563 | $214,713.83 | $286,069.24 | $71,355.41 | 33.23% |
| BP Brett Pohl Kingdom Financial Group LLC | 869 | $94,449.64 | $95,598.69 | $1,149.05 | 1.22% |
Moises Valladares Insigneo Advisory Services LLC | 2,526 | $295,694 | $277,279.02 | -$18,414.98 | -6.23% |
Lee McGowan Monument Group Wealth Advisors LLC | 3,673 | $255,163 | $403,791.25 | $148,628.25 | 58.25% |
| DK Daniel Kauper Milestone Investment Advisors LLC | 2,364 | $230,073.84 | $264,200.64 | $34,126.8 | 14.83% |
Johnathan Kasting DDFG Inc. | 5,446 | $299,874.57 | $612,130.4 | $312,255.83 | 104.13% |