| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Beth Steinhaus Breakwater Investment Management | 21,413 | $1.01M | $1.09M | $74,473.73 | 7.36% |
Mark R. Satkoski Midwest Capital Advisors, LLC | 58,167 | $2.72M | $2.96M | $236,157.63 | 8.67% |
| DWM Diversify Wealth Management LLC DIVERSIFY WEALTH MANAGEMENT, LLC | 61,161 | $2.76M | $3.13M | $378,707.38 | 13.74% |
Neisy Arnez Drucker Wealth 3.0, LLC | 63,110 | $2.86M | $3.21M | $344,875.5 | 12.05% |
Carmen McClennon WR Wealth Planners, LLC | 7,976 | $266,815.83 | $408,889.64 | $142,073.81 | 53.25% |
Matthew Richmond Richmond Investment Services, LLC | 48,869 | $2.24M | $2.49M | $248,014.98 | 11.05% |
Nathan Edwards IMG Wealth Management, Inc. | 561 | $21,525.31 | $28,453.92 | $6,928.61 | 32.19% |
Chris Bulman Inc. Chris Bulman Inc | 3,952 | $204,627 | $201,690.32 | -$2,936.68 | -1.44% |
| FFI FRANK FRIEDLER, III FreeGulliver LLC | 8,732 | $346,176.43 | $448,388.2 | $102,211.77 | 29.53% |
VESTIA PERSONAL WEALTH ADVISORS VESTIA PERSONAL WEALTH ADVISORS | 5,825 | $220,837.9 | $299,230.25 | $78,392.35 | 35.5% |
| CW Cathleen Wrisberg Convergence Financial, LLC | 19,312 | $999,978 | $981,725.52 | -$18,252.48 | -1.83% |
Jackie Berry Hershey Financial Advisers, LLC | 4,598 | $217,294.59 | $235,532.55 | $18,237.96 | 8.39% |
Ariadne Wealth Management Ariadne Wealth Management, LP | 4,653 | $207,989 | $236,442.19 | $28,453.19 | 13.68% |
Bryan Gort Quest 10 Wealth Builders, Inc. | 606 | $27,470.5 | $30,675.72 | $3,205.22 | 11.67% |
| EM Eric Myers Carrera Capital Advisors | 8,345 | $432,104 | $424,885.67 | -$7,218.33 | -1.67% |
JAMES ELIOS Elios Financial Group Inc. | 12,263 | $507,046.9 | $629,337.16 | $122,290.26 | 24.12% |
Level Wealth Management LLC Level Wealth Management LLC | 21,016 | $898,706.36 | $1.08M | $177,417.92 | 19.74% |
Melissa Flynn MCCARTER PRIVATE WEALTH SERVICES LLC | 44,382 | $2.3M | $2.27M | -$32,398.9 | -1.41% |
David Levy Diversified Enterprises LLC | 26,760 | $1.12M | $1.36M | $235,255.43 | 20.96% |
Curtis Harrell Tounjian Advisory Partners LLC | 57 | $2,962 | $2,887.9 | -$74.1 | -2.5% |