| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| KMT Kirk M. Tokheim Ameritas Advisory Services LLC | 10,212 | $482,655.09 | $511,672.26 | $29,017.17 | 6.01% |
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 181 | $8,851.99 | $8,970.36 | $118.37 | 1.34% |
| NCM NCM Capital Management LLC NCM Capital Management LLC | 6,571 | $298,188.22 | $333,445.39 | $35,257.17 | 11.82% |
Nabeed Zaman Eagle Strategies LLC | 20,266 | $960,616.78 | $1.03M | $65,045.48 | 6.77% |
W. Travis McKinney HB Wealth Management LLC | 10,614 | $529,930.77 | $532,079.82 | $2,149.05 | 0.41% |
Marc H. Stone Tyler-Stone Wealth Management | 5,100 | $244,417.5 | $257,652 | $13,234.5 | 5.41% |
| EM Erin Mccann Simplicity Wealth LLC | 11,042 | $561,375.28 | $554,474.03 | -$6,901.25 | -1.23% |
Amanda Hawley Atria Wealth Solutions Inc. | 18,405 | $805,432.04 | $922,642.65 | $117,210.61 | 14.55% |
| BFG Bleakley Financial Group LLC Bleakley Financial Group LLC | 16,000 | $688,417.66 | $804,320 | $115,902.34 | 16.84% |
| SHF Second Half Financial Partners LLC Second Half Financial Partners LLC | 8,347 | $333,717.27 | $417,725.61 | $84,008.34 | 25.17% |
David Kennon David Kennon Inc | 55,430 | $2.18M | $2.78M | $607,677.4 | 27.93% |
Adam Laibson Mainsail Financial Group LLC | 5,000 | $254,200 | $251,000 | -$3,200 | -1.26% |
Bree Pate Olisti Co. Wealth LLC | 2,805 | $134,631.31 | $141,722.62 | $7,091.31 | 5.27% |
| FCP Fidelis Capital Partners LLC Fidelis Capital Partners LLC | 4,960 | $252,166 | $250,256.8 | -$1,909.2 | -0.76% |
Walter J. West Milestone Asset Management LLC | 4,810 | $244,550.71 | $241,125.3 | -$3,425.41 | -1.4% |
Jeffrey Rosenthal Viawealth LLC | 41,524 | $2.04M | $2.1M | $57,595.65 | 2.82% |
Richard W. Lowrie Park Edge Advisors LLC | 37,667 | $1.83M | $1.9M | $74,979.17 | 4.1% |
Jill Batley Gateway Wealth Partners LLC | 4,871 | $239,949.58 | $245,863.72 | $5,914.14 | 2.46% |
| PIL PFG Investments LLC PFG Investments LLC | 12,736 | $573,564.28 | $638,137.28 | $64,573 | 11.26% |
Courtney Holt Compound Planning, Inc. | 11,331 | $481,383.89 | $568,419.61 | $87,035.72 | 18.08% |