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Vanguard Small-Cap ETF Investors
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| FTM F. Thomas Mosley Mosley Wealth Management | 6 | $1,819 | $1,705.92 | -$113.08 | -6.22% |
 Ryan M Palmer Optimist Retirement Group LLC | 15,755 | $3.38M | $4.54M | $1.15M | 34.06% |
 Thomas Higgins Balanced Rock Investment Advisors LLC | 2,107 | $468,448.52 | $605,751.96 | $137,303.44 | 29.31% |
| AIM Advyzon Investment Management LLC Advyzon Investment Management, LLC | 3,423 | $845,464.88 | $971,413.17 | $125,948.29 | 14.9% |
 DONNALEE GUERIN FOSTER DYKEMA CABOT & PARTNERS, LLC | 1,295 | $308,099.28 | $369,379.32 | $61,280.04 | 19.89% |
 Tammy Trenta FF Advisors,LLC | 2,284 | $573,457.21 | $657,723.48 | $84,266.27 | 14.69% |
 Kevin Kuhn Kuhn & Co Investment Counsel | 4,096 | $893,762.5 | $1.18M | $284,410.94 | 31.82% |
 Ruth Thortvedt Financial Network Wealth Advisors LLC | 12 | $2,661.62 | $3,403.08 | $741.46 | 27.86% |
 Brandon Hobson Silver Coast Investments LLC | 1,241 | $282,963.4 | $358,270.49 | $75,307.09 | 26.61% |
 Angela Pompian Sunpointe, LLC | 793 | $240,407 | $226,211.02 | -$14,195.98 | -5.9% |
 D. Garet Strange Hobbs Group Advisors, LLC | 966 | $253,008.52 | $277,811.94 | $24,803.42 | 9.8% |
 Kyle Jones Pineridge Advisors LLC | 66 | $14,080 | $18,751.92 | $4,671.92 | 33.18% |
 Sean Rooney Prospect Financial Services LLC | 3,748 | $1.03M | $1.08M | $44,729.49 | 4.32% |
| TWP Triad Wealth Partners LLC Triad Wealth Partners, LLC | 1,790 | $483,338.62 | $508,037.8 | $24,699.18 | 5.11% |
 Drew Garner ARK & TLK INVESTMENTS, LLC | 3,169 | $676,066.25 | $912,576.93 | $236,510.68 | 34.98% |
| CI CacheTech Inc. CacheTech Inc. | 963 | $252,229 | $276,708.42 | $24,479.42 | 9.71% |
| TCG Transcendent Capital Group LLC Transcendent Capital Group LLC | 2,490 | $532,590.45 | $718,464.6 | $185,874.15 | 34.9% |
| AWA Adapt Wealth Advisors LLC ADAPT WEALTH ADVISORS, LLC | 1,323 | $302,433.74 | $379,449.63 | $77,015.89 | 25.47% |
 Philip Smith SWP FINANCIAL LLC | 9,300 | $1.99M | $2.66M | $674,938.95 | 33.93% |
 Jeffrey Kikoler GOLDEN ROAD ADVISORS LLC | 68,897 | $15M | $19.72M | $4.71M | 31.43% |
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