| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| TFG Tilson Financial Group Inc. Tilson Financial Group Inc. | 4,980 | $165,443.26 | $249,946.2 | $84,502.94 | 51.08% |
David Bach River Street Advisors LLC | 12,420 | $432,413.98 | $623,359.8 | $190,945.82 | 44.16% |
| MV Moises Valladares Insigneo Advisory Services LLC | 21,196 | $992,184.89 | $1.06M | $71,642.35 | 7.22% |
| DS David Stevens Stevens Capital Partners | 31,262 | $1.43M | $1.57M | $134,403.87 | 9.37% |
| TAL TFB Advisors LLC TFB Advisors LLC | 9,421 | $386,892.71 | $472,839.99 | $85,947.28 | 22.21% |
| SH Scott Highmark Mosaic Family Wealth Partners LLC | 39,509 | $1.85M | $1.98M | $132,739.57 | 7.17% |
| SKH Stephen K. Hassell Hassell Wealth Management LLC | 23,662 | $796,523.99 | $1.19M | $391,071.79 | 49.1% |
Brendan G. Moody Watershed Private Wealth LLC | 12,696 | $451,044.21 | $637,212.24 | $186,168.03 | 41.27% |
| JM Jarrod Musick Destiny Capital Corp./ Co. | 7,445 | $245,387.2 | $373,664.55 | $128,277.35 | 52.28% |
| RBL Robert B. LaRue Owen LaRue LLC | 10,193 | $477,326.83 | $511,586.67 | $34,259.84 | 7.18% |
Daniel McGlinn Grey Fox Wealth Advisors LLC | 289,275 | $11.76M | $14.52M | $2.76M | 23.45% |
| BBW Beacon Bridge Wealth Partners LLC Beacon Bridge Wealth Partners LLC | 33,081 | $1.16M | $1.66M | $497,803.82 | 42.82% |
| RH Robert Hackenberg Northeast Financial Group Inc. | 17,620 | $625,434.59 | $884,347.8 | $258,913.21 | 41.4% |
| SJL Sheila J. Lindsay Bensler LLC | 4,307 | $201,596 | $216,168.33 | $14,572.33 | 7.23% |
Jill Batley Gateway Wealth Partners LLC | 163,531 | $7.64M | $8.21M | $563,654.65 | 7.37% |
| DE Dino Efthimiou Delta Wealth Advisors LLC | 153,984 | $6.28M | $7.73M | $1.45M | 23.04% |
| AW Ariel Weisbard Values Added Financial LLC | 178,638 | $6.38M | $8.97M | $2.59M | 40.55% |
Brian Lawrence North Ridge Wealth Advisors Inc. | 7 | $309.56 | $351.33 | $41.77 | 13.49% |
| JW Jacqueline Washburn Vawter Financial Ltd. | 5,254 | $245,940 | $263,698.26 | $17,758.26 | 7.22% |
| SB Scott Boyce Decker Retirement Planning Inc. | 22 | $844 | $1,104.18 | $260.18 | 30.83% |