| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Dana Anspach Sensible Money LLC | 14,304 | $379,631.48 | $488,410.08 | $108,778.6 | 28.65% |
Scott Paschal Financial Partners Group LLC | 23,379 | $588,903.24 | $798,042.16 | $209,138.92 | 35.51% |
| DCB David C. Bensch Evergreen Wealth Management LLC | 44,858 | $1.1M | $1.53M | $432,482.09 | 39.26% |
Robert B. LaRue Owen LaRue LLC | 38,541 | $1.08M | $1.33M | $247,548.99 | 22.93% |
| KLM Kate L. Miller STAR Financial Bank | 104,634 | $3.19M | $3.57M | $383,444.08 | 12.03% |
Ashley Buboltz Moran Wealth Management LLC | 375,959 | $10.55M | $12.9M | $2.35M | 22.28% |
Steven Trigili Garden State Investment Advisory Services LLC | 128,015 | $3.27M | $4.4M | $1.12M | 34.37% |
Jeffrey Rosenthal Viawealth LLC | 67,997 | $1.77M | $2.34M | $568,983.09 | 32.18% |
| CJ Carl Jurgens Walker Financial Services Inc. | 842,806 | $22.25M | $28.81M | $6.56M | 29.48% |
Syed Rizvi AlphaQ Advisors LLC | 22,673 | $572,728.38 | $777,683.9 | $204,955.52 | 35.79% |
Richard W. Lowrie Park Edge Advisors LLC | 66,837 | $1.86M | $2.3M | $432,708.57 | 23.21% |
| DFG Delta Financial Group Inc. Delta Financial Group Inc. | 27,994 | $769,271.6 | $961,873.84 | $192,602.24 | 25.04% |
Ryan J. Warner C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors | 46,198 | $1.35M | $1.59M | $241,180.47 | 17.93% |
Robert Hackenberg Northeast Financial Group Inc. | 258,864 | $6.47M | $8.85M | $2.38M | 36.81% |
| CAD Chelsea A. Delgado Main Street Group Ltd. | 9,664 | $250,979.79 | $331,668.48 | $80,688.69 | 32.15% |
Sheila J. Lindsay Bensler LLC | 183,280 | $4.78M | $6.31M | $1.54M | 32.13% |
Jeffrey Steele Silverlake Wealth Management LLC | 102,656 | $2.74M | $3.53M | $781,918.5 | 28.5% |
Kevin Kroskey True Wealth Design LLC | 2,365 | $72,558.3 | $80,646.5 | $8,088.2 | 11.15% |
Jill Batley Gateway Wealth Partners LLC | 89,420 | $2.74M | $3.06M | $320,580.57 | 11.69% |
Michaela Herlihy BEACON FINANCIAL PLANNING Inc. | 300,191 | $8.46M | $10.25M | $1.79M | 21.09% |