| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| RW Ryan Westerbeck Greenup Street Wealth Management LLC | 2,176 | $334,250.98 | $347,964.16 | $13,713.18 | 4.1% |
John Gorlow Cardiff Park Advisors LLC | 7,530 | $1.14M | $1.19M | $54,578.92 | 4.79% |
Stefan Demuth Ameliora Wealth Management Ltd. | 1,460 | $230,337.16 | $232,096.2 | $1,759.04 | 0.76% |
| CC Cheung Chan Chemistry Wealth Management LLC | 5,923 | $911,054.1 | $944,333.5 | $33,279.4 | 3.65% |
| JK Joshua Kirby Guardian Wealth Management Inc. | 17,225 | $2.74M | $2.72M | -$24,818.59 | -0.91% |
| AE Alexis Eubanks TILIA FIDUCIARY PARTNERS Inc. | 1,615 | $260,369.26 | $253,813.4 | -$6,555.86 | -2.52% |
Jay Richards Investment Advisory Group LLC | 19,315 | $3.12M | $3.08M | -$40,274.91 | -1.29% |
Brian Kellett Kellett Wealth Advisors LLC | 62,640 | $9.75M | $9.84M | $85,888.17 | 0.88% |
Andrew Burkey Joseph Group Capital Management | 49,791 | $7.76M | $7.88M | $125,364.4 | 1.62% |
Sean Reitenbach Prosperity Consulting Group LLC | 26,158 | $4.05M | $4.14M | $89,257.95 | 2.2% |
Kathleen Thornhill Confluence Wealth Services Inc. | 63,834 | $9.51M | $10.1M | $591,414.53 | 6.22% |
James Langer Redmont Wealth Advisors LLC | 261 | $42,093.12 | $41,393.29 | -$699.83 | -1.66% |
Bill McVay Red Tortoise LLC | 867 | $127,539.58 | $137,168.07 | $9,628.49 | 7.55% |
Gery Sadzewicz Forum Private Client Group LLC | 1,714 | $252,219.84 | $269,706.47 | $17,486.63 | 6.93% |
| JBS Joseph Blane Shea Horizon Family Wealth Inc. | 1,442 | $211,103.96 | $226,812.18 | $15,708.22 | 7.44% |
Samantha Pierangeli City State Bank | 6,104 | $935,338.54 | $969,620.4 | $34,281.86 | 3.67% |
Christopher Pelch Vance Wealth LLC | 76,566 | $11.62M | $12.23M | $610,206.69 | 5.25% |
Roger Steed KRS Capital Management LLC | 1,999 | $320,396.11 | $314,002.92 | -$6,393.19 | -2% |
Brett Lee Planning Center Inc. | 6,063 | $915,773.89 | $954,043.36 | $38,269.47 | 4.18% |
| BFA Blackston Financial Advisory Group LLC Blackston Financial Advisory Group LLC | 4,235 | $698,199.68 | $664,937.35 | -$33,262.33 | -4.76% |