| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| EM Erin Mccann Simplicity Wealth LLC | 2,431 | $219,203.27 | $274,447.74 | $55,244.47 | 25.2% |
Samuel Miller Kraft, Davis & Associates LLC | 4,253 | $322,004.48 | $477,654.43 | $155,649.95 | 48.34% |
| DW Darren Woolson Asset Allocation Strategies LLC | 11,124 | $1.11M | $1.28M | $167,171.9 | 15% |
Timothy Gerlach Novem Group | 31,192 | $3.06M | $3.5M | $443,725.54 | 14.5% |
Amanda Hawley Atria Wealth Solutions Inc. | 11,462 | $903,113.64 | $1.3M | $397,937.98 | 44.06% |
James M. Perkins Quantum Private Wealth LLC | 3,718 | $233,676.3 | $428,462.32 | $194,786.02 | 83.36% |
Kevin Zemann WealthPlan Investment Management LLC | 27,685 | $2.36M | $3.14M | $785,386.16 | 33.32% |
John Ritter Ritter Daniher Financial Advisory LLC / DE | 305 | $29,536.2 | $34,254.55 | $4,718.35 | 15.97% |
| CGL Chester Gary Lloyd Coston, McIsaac & Partners | 722 | $50,477.23 | $81,723.18 | $31,245.95 | 61.9% |
Bert D. Barre Colonial Trust Co. / SC | 1,500 | $71,670 | $169,545 | $97,875 | 136.56% |
Loni Adams Daymark Wealth Partners LLC | 8,225 | $778,687.22 | $928,396.87 | $149,709.65 | 19.23% |
Stephen Smith Kestra Investment Management LLC | 2,675 | $196,906.75 | $300,429.25 | $103,522.5 | 52.57% |
Bepin Serraj Richard W. Paul & Associates LLC | 370 | $27,994.12 | $41,554.7 | $13,560.58 | 48.44% |
| TAB Thomas A. Burke Syntegra Private Wealth Group LLC | 5,213 | $249,192.18 | $600,746.12 | $351,553.94 | 141.08% |
Joyce A. Kruzan Kaydan Wealth Management Inc. | 27,421 | $1.75M | $3.11M | $1.37M | 78.28% |
Robert B. LaRue Owen LaRue LLC | 3,383 | $248,124.89 | $379,944.73 | $131,819.84 | 53.13% |
Ryan J. Warner C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors | 5,060 | $530,485.82 | $568,288.6 | $37,802.78 | 7.13% |
Jill Batley Gateway Wealth Partners LLC | 63,406 | $5.94M | $7.12M | $1.18M | 19.87% |
Vincent Incerto LaSalle St. Investment Advisors LLC | 12,506 | $1.05M | $1.4M | $356,791.02 | 34.05% |
| PIL PFG Investments LLC PFG Investments LLC | 7,010 | $549,345.42 | $793,356.75 | $244,011.33 | 44.42% |