| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| TJD Thomas John Drogan PR Inc.IPAL SECURITIES Inc. | 1,127 | $272,685.49 | $315,312.06 | $42,626.57 | 15.63% |
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 269 | $64,449.85 | $74,907.78 | $10,457.93 | 16.23% |
| LJB Laura J. Bornheimer GWN SECURITIES Inc. | 1,600 | $398,932.5 | $445,624 | $46,691.5 | 11.7% |
PAX Financial Group PAX Financial Group LLC | 24,092 | $4.79M | $6.7M | $1.91M | 39.86% |
| YA Yinka Akinsola Blue Trust Inc. | 162 | $37,146.6 | $45,124.29 | $7,977.69 | 21.48% |
Jeffery Yorg Focus Partners Advisor Solutions LLC | 22,413 | $5.6M | $6.26M | $660,364.19 | 11.8% |
| XPN XY Planning Network Inc. XY Planning Network Inc. | 12,652 | $2.71M | $3.58M | $868,260.46 | 32.07% |
| RWM Revisor Wealth Management LLC Revisor Wealth Management LLC | 2,626 | $665,797.12 | $733,152.94 | $67,355.82 | 10.12% |
| MTW Mary Therese Walsh WIN ADVISORS Inc. | 2,294 | $574,784.64 | $642,320 | $67,535.36 | 11.75% |
| DL David Lutz LifeGuide Financial Advisors LLC | 10,532 | $2.62M | $2.95M | $338,602.23 | 12.94% |
| LMK Lawrence M. Korchan Frontier Asset Management LLC | 17,189 | $4.06M | $4.83M | $770,603.27 | 19% |
| EM Erin Mccann Simplicity Wealth LLC | 823 | $206,210.88 | $229,695.18 | $23,484.3 | 11.39% |
Allison Brooke Blake WorthPointe LLC | 5,265 | $1.31M | $1.47M | $162,214.65 | 12.41% |
| ED Eric Dahm Range Financial Group LLC | 729 | $208,559.61 | $206,044.56 | -$2,515.05 | -1.21% |
Adam Schwallier Schwallier Wealth Management LLC | 3,878 | $879,305.91 | $1.09M | $208,221.02 | 23.68% |
| RD Rodrigo Diaz Plan Group Financial LLC | 2,950 | $734,568.17 | $827,076.75 | $92,508.58 | 12.59% |
| VL Victoria Latham Fiduciary Alliance LLC | 7,261 | $1.81M | $2.03M | $223,538.88 | 12.35% |
| SH Scott Highmark Mosaic Family Wealth Partners LLC | 1,468 | $314,161.18 | $410,665.66 | $96,504.48 | 30.72% |
| PIL PFG Investments LLC PFG Investments LLC | 2,841 | $603,212.56 | $791,587.57 | $188,375.01 | 31.23% |
| NR Nicole Renaux Pioneer Wealth Management Group | 5,625 | $1.3M | $1.57M | $271,491.31 | 20.86% |