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Vanguard S&P 500 ETF Investors
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| SBL Semitam Bonam LLC Semitam Bonam LLC | 303 | $207,942 | $214,417.95 | $6,475.95 | 3.11% |
 Bryan Kupchik Capstone Wealth Management Group LLC | 1,817 | $795,576.67 | $1.29M | $492,004.04 | 61.84% |
 Molly Crider Walker Asset Management LLC | 2,696 | $1.32M | $1.91M | $587,137.48 | 44.34% |
 Brian Levy West Wealth Group LLC | 1,085 | $619,457.75 | $766,715.25 | $147,257.5 | 23.77% |
 Mark Astrinos Libra Wealth LLC | 2,742 | $994,009.49 | $1.94M | $947,631.94 | 95.33% |
| FFG Fiduciary Financial Group LLC Fiduciary Financial Group LLC | 3,760 | $2.11M | $2.65M | $537,266.63 | 25.46% |
 Christopher M. Marks Sterling Investment Counsel LLC | 2,215 | $1.29M | $1.57M | $281,767.31 | 21.91% |
 Mary Casey O'Dell Dixon Lanham O'Dell & Company Inc. | 31,723 | $14.12M | $22.22M | $8.11M | 57.42% |
 Scott Williams Investmark Advisory Group LLC | 1,771 | $886,958.75 | $1.26M | $368,582.84 | 41.56% |
 Michael Topley Lansing Street Advisors | 110,951 | $53.59M | $78.72M | $25.13M | 46.9% |
 Mark Fiskio Empirical Asset Management LLC | 927 | $567,656.07 | $651,745.89 | $84,089.82 | 14.81% |
 Timothy Gerlach Novem Group | 4,938 | $2.74M | $3.47M | $727,448.52 | 26.51% |
 Christopher Warner WARNER FINANCIAL Inc. | 13,246 | $6.09M | $9.39M | $3.3M | 54.29% |
 Jim Clark Worth Asset Management LLC | 1,694 | $1.06M | $1.2M | $140,617.75 | 13.29% |
 Daniel Ronan Catalyst Financial Partners LLC | 872 | $488,021.05 | $613,931.6 | $125,910.55 | 25.8% |
 Amanda Hawley Atria Wealth Solutions Inc. | 94,258 | $36.31M | $66.87M | $30.55M | 84.14% |
 Lincoln Bach Delap Wealth Advisory LLC | 793 | $418,691.29 | $556,376.73 | $137,685.44 | 32.88% |
 Matthew Heller Willner & Heller LLC | 704 | $370,382.54 | $499,002.24 | $128,619.7 | 34.73% |
 Ryan Cahill Cahill Wealth Management LLC | 1,326 | $574,126.04 | $938,343.9 | $364,217.86 | 63.44% |
 Stephen Kenney Gray Private Wealth LLC | 429 | $269,148.03 | $303,675.8 | $34,527.77 | 12.83% |
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