| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| RWA Rooted Wealth Advisors Inc. Rooted Wealth Advisors Inc. | 16,459 | $572,826.24 | $840,067.36 | $267,241.12 | 46.65% |
Bepin Serraj Richard W. Paul & Associates LLC | 9,085 | $321,342.12 | $461,745.12 | $140,403 | 43.69% |
| AAL Avraham A. Levitan Glass Jacobson Investment Advisors LLC | 1,608 | $63,538.55 | $81,565.8 | $18,027.25 | 28.37% |
| TFG Tilson Financial Group Inc. Tilson Financial Group Inc. | 5,032 | $168,135.82 | $257,688.72 | $89,552.9 | 53.26% |
David Bach River Street Advisors LLC | 14,651 | $547,934.43 | $747,713.78 | $199,779.35 | 36.46% |
Moises Valladares Insigneo Advisory Services LLC | 23,985 | $1.14M | $1.21M | $77,161.65 | 6.79% |
David Stevens Stevens Capital Partners | 29,733 | $1.37M | $1.52M | $148,716.67 | 10.87% |
| TAL TFB Advisors LLC TFB Advisors LLC | 10,186 | $426,504.7 | $519,995.3 | $93,490.6 | 21.92% |
Scott Highmark Mosaic Family Wealth Partners LLC | 56,243 | $2.72M | $2.85M | $136,789.86 | 5.04% |
Stephen K. Hassell Hassell Wealth Management LLC | 23,662 | $796,523.99 | $1.2M | $402,311.24 | 50.51% |
Brendan G. Moody Watershed Private Wealth LLC | 12,696 | $451,044.21 | $651,177.84 | $200,133.63 | 44.37% |
Jarrod Musick Destiny Capital Corp./ Co. | 7,445 | $245,387.2 | $381,444.57 | $136,057.37 | 55.45% |
Robert B. LaRue Owen LaRue LLC | 11,194 | $529,157.06 | $570,949.97 | $41,792.91 | 7.9% |
Daniel McGlinn Grey Fox Wealth Advisors LLC | 289,275 | $11.76M | $14.76M | $3M | 25.51% |
| BBW Beacon Bridge Wealth Partners LLC Beacon Bridge Wealth Partners LLC | 31,296 | $1.1M | $1.61M | $504,566.7 | 45.78% |
Robert Hackenberg Northeast Financial Group Inc. | 17,620 | $625,434.59 | $903,201.2 | $277,766.61 | 44.41% |
Sheila J. Lindsay Bensler LLC | 13,671 | $686,458.87 | $696,048.03 | $9,589.16 | 1.4% |
Jill Batley Gateway Wealth Partners LLC | 84,829 | $3.98M | $4.3M | $318,162.7 | 8% |
Dino Efthimiou Delta Wealth Advisors LLC | 156,274 | $6.4M | $8.02M | $1.62M | 25.26% |
| JC Jared Calvert Buck Wealth Strategies LLC | 8,342 | $431,949 | $427,235.53 | -$4,713.47 | -1.09% |