| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| DCM Douglas C. McCoy Montchanin Asset Management LLC | 174,760 | $3M | $3.26M | $256,672.85 | 8.54% |
| GPB Greg P. Benner Vertex Planning Partners LLC | 22,385 | $385,592.38 | $417,704.1 | $32,111.72 | 8.33% |
Rachel Faulk Cape Investment Advisory Inc. | 15,523 | $286,464.58 | $290,901.02 | $4,436.44 | 1.55% |
Jessica Thayer Unique Wealth LLC | 43,046 | $751,627.84 | $804,529.74 | $52,901.9 | 7.04% |
| BP Brett Pohl Kingdom Financial Group LLC | 450 | $7,720.87 | $8,397 | $676.13 | 8.76% |
Scott Register Register Financial Advisors LLC | 81,225 | $1.39M | $1.52M | $121,194.61 | 8.69% |
Justin Halverson Great Waters Wealth Management | 11,233 | $187,100.71 | $209,607.78 | $22,507.07 | 12.03% |
Kelly Christopher Significant Wealth Partners LLC | 108,187 | $1.86M | $2.03M | $168,455.73 | 9.07% |
Walter J. West Milestone Asset Management LLC | 27,684 | $479,102.51 | $517,413.96 | $38,311.45 | 8% |
Thomas J. Suttner McGlone Suttner Wealth Management Inc. | 17,185 | $284,809.29 | $321,187.65 | $36,378.36 | 12.77% |
Moises Valladares Insigneo Advisory Services LLC | 12,264 | $226,026 | $228,968.88 | $2,942.88 | 1.3% |
Scott Highmark Mosaic Family Wealth Partners LLC | 10,739 | $182,941.3 | $200,389.74 | $17,448.44 | 9.54% |
Steven Trigili Garden State Investment Advisory Services LLC | 43,745 | $758,599.34 | $816,281.7 | $57,682.36 | 7.6% |
Sheila J. Lindsay Bensler LLC | 60,315 | $1.02M | $1.13M | $103,153.96 | 10.07% |
David Kronour Kapstone Financial Advisors LLC | 16,253 | $288,801.31 | $303,768.57 | $14,967.26 | 5.18% |
| PIL PFG Investments LLC PFG Investments LLC | 328,168 | $5.73M | $6.14M | $408,330.7 | 7.13% |
| CWL Channel Wealth LLC Channel Wealth LLC | 18,859 | $325,104.06 | $352,474.71 | $27,370.65 | 8.42% |
Scott Boyce Decker Retirement Planning Inc. | 657 | $12,112 | $12,259.62 | $147.62 | 1.22% |
Jenna Laws Evexia Wealth LLC | 13,074 | $233,263.63 | $244,219.71 | $10,956.08 | 4.7% |
Courtney Holt Compound Planning, Inc. | 66,637 | $1.16M | $1.24M | $80,773.48 | 6.94% |