| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| BZ Brandon Zatopek Commonwealth Equity Services LLC | 71,008 | $3.25M | $3.35M | $103,515.42 | 3.19% |
J. Adam Causey Jackson Thornton Wealth Management LLC | 10,458 | $434,871.35 | $490,271.04 | $55,399.69 | 12.74% |
Timothy Dempsey DHK Financial Advisors Inc. | 19,528 | $680,989.36 | $874,268.56 | $193,279.2 | 28.38% |
| GPB Greg P. Benner Vertex Planning Partners LLC | 11,544 | $433,509.65 | $546,550.68 | $113,041.03 | 26.08% |
Paul V. Ryan Jr FLAGSHIP WEALTH ADVISORS, LLC | 113,526 | $4.76M | $5.08M | $322,648.35 | 6.78% |
Comprehensive Financial Planning Inc./PA Comprehensive Financial Planning Inc./PA | 731 | $27,670.55 | $34,486.75 | $6,816.2 | 24.63% |