| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| JAC J. Adam Causey Jackson Thornton Wealth Management LLC | 10,458 | $434,871.35 | $484,257.69 | $49,386.34 | 11.36% |
| TD Timothy Dempsey DHK Financial Advisors Inc. | 19,528 | $680,989.36 | $897,116.32 | $216,126.96 | 31.74% |
| GPB Greg P. Benner Vertex Planning Partners LLC | 9,878 | $357,338.21 | $456,067.26 | $98,729.05 | 27.63% |
Alexandra Stickelman Root Financial Partners, LLC | 1,286 | $56,121 | $59,027.4 | $2,906.4 | 5.18% |
Paul V. Ryan Jr FLAGSHIP WEALTH ADVISORS, LLC | 90,291 | $3.7M | $4.11M | $409,731.18 | 11.08% |
Comprehensive Financial Planning Inc./PA Comprehensive Financial Planning Inc./PA | 731 | $27,670.55 | $32,496.6 | $4,826.05 | 17.44% |