| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Paul L. Moffat Arista Wealth Management LLC | 3,175 | $233,195.36 | $288,321.75 | $55,126.39 | 23.64% |
David Bach River Street Advisors LLC | 5,309 | $479,881.44 | $482,110.29 | $2,228.85 | 0.46% |
| AEI Amy Elizabeth Ipsen Ipsen Advisor Group LLC | 7,777 | $739,720.06 | $706,229.37 | -$33,490.69 | -4.53% |
David Stevens Stevens Capital Partners | 5,086 | $442,203 | $439,532.12 | -$2,670.88 | -0.6% |
Scott Highmark Mosaic Family Wealth Partners LLC | 14,896 | $1.07M | $1.3M | $228,858.55 | 21.46% |
Robert B. LaRue Owen LaRue LLC | 3,365 | $247,328.8 | $305,575.65 | $58,246.85 | 23.55% |
Ashley Buboltz Moran Wealth Management LLC | 73,121 | $4.76M | $6.36M | $1.6M | 33.71% |
| LK Lenny Kisin Applied Capital LLC/FL | 9,753 | $877,730.18 | $885,669.93 | $7,939.75 | 0.9% |
Kevin King LEGACY FINANCIAL GROUP Inc. | 46,209 | $3.19M | $4.2M | $1M | 31.38% |
Andrew T. Gardener Tanglewood Legacy Advisors LLC | 1,706 | $112,080.36 | $147,432.52 | $35,352.16 | 31.54% |
David Smith Linden Thomas Advisory Services LLC | 28,458 | $1.93M | $2.58M | $652,449.57 | 33.77% |
Philip Rc Dudley Dudley Capital Management LLC | 19,184 | $1.28M | $1.74M | $459,252.41 | 35.8% |
Vickie Chrisman LMG Wealth Partners LLC | 8,754 | $668,018.8 | $809,482.38 | $141,463.58 | 21.18% |
| CAD Chelsea A. Delgado Main Street Group Ltd. | 138 | $12,474 | $12,531.78 | $57.78 | 0.46% |
| SM Sarah Moore BOS Asset Management LLC | 4,016 | $258,709.65 | $364,692.96 | $105,983.31 | 40.97% |
Sheila J. Lindsay Bensler LLC | 5,109 | $366,344.87 | $463,948.29 | $97,603.42 | 26.64% |
David D. Jones Applied Finance Capital Management LLC | 13,837 | $1.2M | $1.26M | $53,548.97 | 4.45% |
Jeffrey Steele Silverlake Wealth Management LLC | 25,344 | $1.57M | $2.21M | $640,395.88 | 40.77% |
Kevin Kroskey True Wealth Design LLC | 74 | $6,663.01 | $6,719.94 | $56.93 | 0.85% |
| TC Tyson Cannizzaro Ausbil Investment Management Ltd. | 48,572 | $4.24M | $4.41M | $167,572.95 | 3.95% |