| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Daniel Guy Ethos Financial Group LLC | 19,939 | $171,475 | $182,441.85 | $10,966.85 | 6.4% |
Brian Matter Creative Capital Management Investments LLC | 921 | $8,279.79 | $8,427.15 | $147.36 | 1.78% |
| VMJ Victor Melfa Jr. MELFA WEALTH MANAGEMENT Inc. | 32,855 | $282,540.3 | $300,623.25 | $18,082.95 | 6.4% |
Amy Ardeel Icon Wealth Advisors LLC | 21,518 | $190,707.4 | $196,889.7 | $6,182.3 | 3.24% |
Jeffrey Hanson Breakwater Capital Group | 189,868 | $1.69M | $1.74M | $44,509.15 | 2.63% |
| PIL PFG Investments LLC PFG Investments LLC | 22,247 | $193,995.19 | $203,560.05 | $9,564.86 | 4.93% |
Kelly F. Taylor Whitaker-Myers Wealth Managers Ltd. | 110,642 | $981,533.44 | $1.01M | $30,840.86 | 3.14% |
Scott Boyce Decker Retirement Planning Inc. | 302 | $2,715.45 | $2,763.3 | $47.85 | 1.76% |
Andrew Nall PMV Capital Advisers, LLC | 2,275 | $19,597.38 | $20,611.5 | $1,014.12 | 5.17% |
Christopher C. Powers Farther Finance Advisors, LLC | 3,877 | $34,261.81 | $35,474.55 | $1,212.74 | 3.54% |
Courtney Haddad Concurrent Investment Advisors, LLC | 92,663 | $806,773.84 | $847,866.45 | $41,092.61 | 5.09% |
James Rankin Modern Wealth Management, LLC | 10,356 | $95,482 | $93,825.36 | -$1,656.64 | -1.74% |
Alan Rosenfield HARMONY ASSET MANAGEMENT LLC | 125,300 | $1.11M | $1.15M | $36,416 | 3.28% |
| LR Lora Rommel EHRLICH FINANCIAL GROUP | 356,385 | $3.26M | $3.26M | $1,427.04 | 0.04% |
James A. Slabaugh SEAMOUNT FINANCIAL GROUP INC | 78,295 | $685,447.42 | $716,399.25 | $30,951.83 | 4.52% |
Anne Wright Lummis Asset Management, LP | 22,000 | $189,200 | $201,300 | $12,100 | 6.4% |
Jessica Vickery BlueChip Wealth Advisors LLC | 25,445 | $234,603 | $232,821.75 | -$1,781.25 | -0.76% |
Dan Wohlgemuth 49 WEALTH MANAGEMENT, LLC | 12,574 | $115,932 | $114,423.4 | -$1,508.6 | -1.3% |
| MA Marie-Andree Alain Federation des caisses Desjardins du Quebec | 1,000 | $8,770 | $9,060 | $290 | 3.31% |
| CLJ Cathy Lynne Juilfs ACCREDITED INVESTOR SERVICES, LLC | 107,848 | $930,923.09 | $986,809.2 | $55,886.11 | 6% |