| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| FFL Financial Freedom LLC Financial Freedom LLC | 17,784 | $2.17M | $2.86M | $696,947.25 | 32.16% |
| DFG Delta Financial Group Inc. Delta Financial Group Inc. | 33,150 | $4.07M | $5.34M | $1.27M | 31.16% |
| CAD Chelsea A. Delgado Main Street Group Ltd. | 80 | $13,843 | $12,891.2 | -$951.8 | -6.88% |
| SM Sarah Moore BOS Asset Management LLC | 3,140 | $381,326.46 | $505,979.6 | $124,653.14 | 32.69% |
Jeffrey Steele Silverlake Wealth Management LLC | 1,521 | $263,151 | $245,063.52 | -$18,087.48 | -6.87% |
| TAS Todd A. Sixt Strait & Sound Wealth Management LLC | 1,655 | $203,474.41 | $266,653.6 | $63,179.19 | 31.05% |
| WPA Wealth Preservation Advisors LLC Wealth Preservation Advisors LLC | 77 | $9,988 | $12,402.77 | $2,414.77 | 24.18% |
Matthew T. Miler MilWealth Group LLC | 185 | $23,595.71 | $29,798.87 | $6,203.16 | 26.29% |
| PIL PFG Investments LLC PFG Investments LLC | 1,666 | $209,663.73 | $268,859.08 | $59,195.35 | 28.23% |
| MY Michael Yoder Yoder Wealth Management Inc. | 2,733 | $313,457.82 | $440,217.97 | $126,760.15 | 40.44% |
Brian Lawrence North Ridge Wealth Advisors Inc. | 51 | $6,187 | $8,214.82 | $2,027.82 | 32.78% |
Brian Glas Noble Family Wealth, LLC | 11,732 | $1.39M | $1.89M | $499,270.05 | 35.91% |
Alexandra Stickelman Root Financial Partners, LLC | 596 | $75,013.43 | $96,182.48 | $21,169.05 | 28.22% |
Joe-Ben O'Banion TITLEIST ASSET MANAGEMENT, LLC | 2,879 | $400,548.69 | $464,613.02 | $64,064.33 | 15.99% |
Katherine Stoner Empower Advisory Group, LLC | 252,500 | $30.7M | $40.75M | $10.05M | 32.74% |
Chad Tobin Slagle Financial, LLC | 1,508 | $260,941 | $243,361.04 | -$17,579.96 | -6.74% |
Jane Bortnem Cherry Tree Wealth Management, LLC | 38 | $4,654 | $6,126.55 | $1,472.55 | 31.64% |
| MRC Martin R. Curiel MYECFO, LLC | 2,487 | $308,145.88 | $401,352.06 | $93,206.18 | 30.25% |
Rajiv Shah KINGSWOOD WEALTH ADVISORS, LLC | 3,880 | $479,966.97 | $625,359 | $145,392.03 | 30.29% |
Kent D. Aloia HOGE FINANCIAL SERVICES, LLC | 3,400 | $399,211.77 | $548,692 | $149,480.23 | 37.44% |