| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| VBG Vance B. Gray Jr. Gray Wealth Management Inc. | 23,503 | $1.19M | $2.13M | $938,041.35 | 78.6% |
Bree Pate Olisti Co. Wealth LLC | 225 | $18,182 | $20,405.25 | $2,223.25 | 12.23% |
Kevin Kroskey True Wealth Design LLC | 1,308 | $103,450 | $118,622.52 | $15,172.52 | 14.67% |
Gregg Zeoli Empire Financial Management Company LLC | 2,965 | $212,721.94 | $276,426.95 | $63,705.01 | 29.95% |
| PIL PFG Investments LLC PFG Investments LLC | 2,289 | $205,799 | $207,589.41 | $1,790.41 | 0.87% |
Christopher C. Powers Farther Finance Advisors, LLC | 56 | $4,475.34 | $5,078.64 | $603.3 | 13.48% |
Jeremy Intihar TIAA TRUST, NATIONAL ASSOCIATION | 33,896 | $2.75M | $3.16M | $409,985.08 | 14.9% |
Chandler te Velde Maia Wealth LLC | 2,296 | $206,456 | $208,224.24 | $1,768.24 | 0.86% |
Lynda Bartsch Chaney Capital Management, Inc. | 2,543 | $205,500 | $236,829.59 | $31,329.59 | 15.25% |
Cass A. Gilbert Gilbert Capital Group, Inc. | 2,306 | $207,356 | $209,131.14 | $1,775.14 | 0.86% |
Seneschal Advisors LLC Seneschal Advisors LLC | 681 | $61,236 | $63,489.63 | $2,253.63 | 3.68% |
Highline Wealth Partners LLC Highline Wealth Partners LLC | 2,114 | $167,196 | $191,718.66 | $24,522.66 | 14.67% |
| VRI Valued Retirements Inc. Valued Retirements Inc. | 15,028 | $924,673 | $1.4M | $474,884.64 | 51.36% |
VestGen Advisors LLC VestGen Advisors LLC | 44,290 | $3.5M | $4.11M | $610,316.2 | 17.42% |
Westmount Partners LLC Westmount Partners LLC | 3,213 | $169,003.8 | $291,386.97 | $122,383.17 | 72.41% |
| RFL Rossby Financial LLC Rossby Financial LLC | 2,334 | $185,530 | $211,670.46 | $26,140.46 | 14.09% |
Charter Capital Management LLC\DE Charter Capital Management LLC\DE | 7,536 | $551,484.8 | $683,439.84 | $131,955.04 | 23.93% |
Harbor Asset Planning Inc. Harbor Asset Planning Inc. | 514 | $37,701.55 | $46,614.66 | $8,913.11 | 23.64% |
| CTC Caldwell Trust Co Caldwell Trust Co | 2,280 | $181,032 | $206,773.2 | $25,741.2 | 14.22% |