| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Amy Hart Phillips Wealth Planners LLC | 6,892 | $1.06M | $1.1M | $37,855.34 | 3.57% |
Scott Register Register Financial Advisors LLC | 8,223 | $1.25M | $1.3M | $56,630.2 | 4.54% |
| TWA Talisman Wealth Advisors LLC Talisman Wealth Advisors LLC | 2,145 | $323,579.7 | $336,915.15 | $13,335.45 | 4.12% |
Bree Pate Olisti Co. Wealth LLC | 5,335 | $792,898.89 | $845,170.7 | $52,271.81 | 6.59% |
| FCP Fidelis Capital Partners LLC Fidelis Capital Partners LLC | 29,265 | $4.64M | $4.63M | -$12,518.79 | -0.27% |
| KMG Kerina M. Graves Schear Investment Advisers LLC | 14,989 | $2.31M | $2.39M | $77,354.61 | 3.35% |
Timothy J. Videnka Forza Wealth Management LLC | 4,817 | $723,507.09 | $769,178.56 | $45,671.47 | 6.31% |
Kevin Gray Lodestar Private Asset Management LLC | 3,510 | $528,076.33 | $558,441 | $30,364.67 | 5.75% |
Amy Ardeel Icon Wealth Advisors LLC | 25,936 | $4.42M | $4.11M | -$315,964 | -7.14% |
John J. Edwards Breed's Hi LLCapital LLC | 3,108 | $480,416.03 | $496,378.68 | $15,962.65 | 3.32% |
| TT Thaddeus Toal RCS Financial Planning LLC | 1,912 | $286,875.07 | $304,476.44 | $17,601.37 | 6.14% |
Joshua A. Kennon Kennon-Green & Company LLC | 8,506 | $1.29M | $1.36M | $65,971.17 | 5.12% |
Colleen Wysong Koesten, Hirschmann & Crabtree Inc. | 2,923 | $437,701.99 | $462,023.99 | $24,322 | 5.56% |
| DW Donald Windle Windle Wealth LLC | 57,434 | $8.75M | $9.12M | $370,576.54 | 4.23% |
Matthew C. Jessup Jessup Wealth Management Inc. | 31,799 | $5.43M | $5.01M | -$418,360.03 | -7.7% |
Crystal McKeon TSA Wealth Managment LLC | 1,617 | $237,117 | $253,966.02 | $16,849.02 | 7.11% |
Jonathan Seed Seed Wealth Management Inc. | 1,446 | $219,156.36 | $227,007.54 | $7,851.18 | 3.58% |
| RWA Rooted Wealth Advisors Inc. Rooted Wealth Advisors Inc. | 4,960 | $769,888.58 | $789,656.8 | $19,768.22 | 2.57% |
Ashley Goggins Hidden Cove Wealth Management LLC | 2,246 | $361,289.98 | $356,327.9 | -$4,962.08 | -1.37% |
Dean Pelos Commonwealth Retirement Investments LLC | 66,714 | $9.9M | $10.56M | $660,482.86 | 6.67% |