| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| BP Brett Pohl Kingdom Financial Group LLC | 245 | $14,578 | $15,172.85 | $594.85 | 4.08% |
Scott Register Register Financial Advisors LLC | 2,292 | $136,374 | $139,582.8 | $3,208.8 | 2.35% |
| AAL Avraham A. Levitan Glass Jacobson Investment Advisors LLC | 48 | $2,333 | $2,923.2 | $590.2 | 25.3% |
Moises Valladares Insigneo Advisory Services LLC | 6,991 | $298,130.97 | $435,469.39 | $137,338.42 | 46.07% |
Dana Anspach Sensible Money LLC | 13,487 | $802,491 | $821,358.3 | $18,867.3 | 2.35% |
| CAD Chelsea A. Delgado Main Street Group Ltd. | 41,284 | $1.89M | $2.51M | $628,305.01 | 33.32% |
Jill Batley Gateway Wealth Partners LLC | 6,912 | $348,944 | $420,940.8 | $71,996.8 | 20.63% |
Kelly F. Taylor Whitaker-Myers Wealth Managers Ltd. | 5,039 | $234,612.5 | $306,875.1 | $72,262.6 | 30.8% |
Joe-Ben O'Banion TITLEIST ASSET MANAGEMENT, LLC | 4,719 | $193,704.73 | $287,387.1 | $93,682.37 | 48.36% |
Christopher C. Powers Farther Finance Advisors, LLC | 5,097 | $252,784.08 | $310,407.3 | $57,623.22 | 22.8% |
Marilou Davido WFA Asset Management Corp | 226,568 | $8.8M | $13.8M | $4.99M | 56.72% |
Christopher Barr Red Mountain Financial, LLC | 4,950 | $294,538 | $301,455 | $6,917 | 2.35% |
Oxford Wealth Group LLC Oxford Wealth Group, LLC | 125,860 | $6.07M | $7.76M | $1.7M | 27.98% |
Joshua Stipcich Tidemark, LLC | 350 | $14,983.77 | $21,675.5 | $6,691.73 | 44.66% |
Jaran Day OPINICUS CAPITAL, INC. | 37,075 | $1.55M | $2.26M | $708,498.76 | 45.73% |
Christian J. Cyr Cyr Financial Inc. | 136,063 | $5.73M | $8.29M | $2.56M | 44.7% |
| JS Jeremy Schletz Edge Financial Advisors LLC | 28,770 | $1.18M | $1.75M | $572,366.69 | 48.52% |
David Quinn Pine Harbor Wealth Management, LLC | 6,909 | $286,240.15 | $426,147.12 | $139,906.97 | 48.88% |
Cynthia Schlanger Ashton Thomas Private Wealth, LLC | 2,013 | $116,553.95 | $122,591.7 | $6,037.75 | 5.18% |
Josephine Lee New Insight Wealth Advisors | 7,230 | $330,844.76 | $440,307 | $109,462.24 | 33.09% |