| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Belena Vincetti Fortis Capital Advisors LLC | 5,522 | $248,821 | $284,521.05 | $35,700.05 | 14.35% |
| AEI Amy Elizabeth Ipsen Ipsen Advisor Group LLC | 4,809 | $164,368.23 | $247,591.36 | $83,223.13 | 50.63% |
| SJL Sheila J. Lindsay Bensler LLC | 14,384 | $579,979.75 | $739,912.96 | $159,933.21 | 27.58% |
| DK Daniel Kauper Milestone Investment Advisors LLC | 1,431 | $58,203.8 | $73,610.64 | $15,406.84 | 26.47% |
| PIL PFG Investments LLC PFG Investments LLC | 17,652 | $756,013.86 | $905,459.34 | $149,445.48 | 19.77% |
| NR Nicole Renaux Pioneer Wealth Management Group | 41,537 | $1.69M | $2.14M | $442,981.78 | 26.18% |
| AW Ariel Weisbard Values Added Financial LLC | 7,360 | $305,693.31 | $378,340.8 | $72,647.49 | 23.76% |
Andrew Kirchner ELEVATION WEALTH PARTNERS, LLC | 1,028 | $36,561.55 | $52,731.26 | $16,169.71 | 44.23% |
Alexandra Stickelman Root Financial Partners, LLC | 55 | $2,478 | $2,821.22 | $343.22 | 13.85% |
Bluestem Wealth Partners LLC BlueStem Wealth Partners, LLC | 4,886 | $207,087.25 | $251,164.83 | $44,077.58 | 21.28% |
Jorge Paganin Abacus Wealth Partners, LLC | 1.43M | $55.53M | $73.58M | $18.05M | 32.5% |
Denise Reinert CGC Financial Services, LLC | 7,399 | $287,548.83 | $379,198.75 | $91,649.92 | 31.87% |
Christopher C. Powers Farther Finance Advisors, LLC | 6,088 | $244,437.26 | $311,462.08 | $67,024.82 | 27.42% |
Equita Financial Network Inc. Equita Financial Network, Inc. | 28,289 | $1.16M | $1.45M | $288,569.92 | 24.82% |
Jeremy Intihar TIAA TRUST, NATIONAL ASSOCIATION | 33,119 | $1.45M | $1.7M | $244,490.78 | 16.82% |
James Rankin Modern Wealth Management, LLC | 39,385 | $1.6M | $2.02M | $418,859.3 | 26.1% |
CARL LYMANGOOD Petros Family Wealth, LLC | 4,659 | $209,935 | $239,356.12 | $29,421.12 | 14.01% |
Shotwell Rutter Baer Inc. Shotwell Rutter Baer Inc | 14,411 | $572,726.42 | $740,076.9 | $167,350.48 | 29.22% |
| MG Melissa Glennie Capital Management Associates, Inc | 8,386 | $374,442 | $430,663.03 | $56,221.03 | 15.01% |
Cody Gehman Stonebridge Financial Group, LLC | 4,905 | $206,290.79 | $251,896.27 | $45,605.48 | 22.11% |