| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Jeffery Yorg Focus Partners Advisor Solutions LLC | 14,916 | $1.04M | $1.21M | $172,981.86 | 16.64% |
Kasey Fegan Corsicana & Co. | 180 | $13,365.6 | $14,632.2 | $1,266.6 | 9.48% |
| TCL Therese C.D. Linden Bank of New Hampshire | 8,958 | $541,855.62 | $728,195.82 | $186,340.2 | 34.39% |
Ryan Sanford Elevation Capital Advisory LLC | 88,695 | $7.33M | $7.21M | -$117,964.35 | -1.61% |
Richard Slavik Newbridge Financial Services Group Inc. | 438 | $31,953.36 | $37,387.68 | $5,434.32 | 17.01% |
| RWA Roberts Wealth Advisors LLC Roberts Wealth Advisors LLC | 4,626 | $241,514.52 | $376,047.54 | $134,533.02 | 55.7% |
Cheryl Smith DB Fitzpatrick & Co Inc. | 6,984 | $436,681.98 | $567,729.36 | $131,047.38 | 30.01% |
| RWM Revisor Wealth Management LLC Revisor Wealth Management LLC | 4,430 | $247,176.81 | $360,114.7 | $112,937.89 | 45.69% |
| EW Enzi Wealth Enzi Wealth | 2,492 | $205,889.04 | $202,574.68 | -$3,314.36 | -1.61% |
Bobby Adusumilli SJS Investment Consulting Inc. | 600 | $44,460 | $48,774 | $4,314 | 9.7% |
| LR Lisa Rolon Fifth Third Wealth Advisors LLC | 9,252 | $567,226.52 | $752,095.08 | $184,868.56 | 32.59% |
Brad Van Aken Agate Pass Investment Management LLC | 3,069 | $253,560.78 | $249,479.01 | -$4,081.77 | -1.61% |
Russell Silberstein Carmel Capital Partners LLC | 6,609 | $512,756.46 | $537,245.61 | $24,489.15 | 4.78% |
| KMT Kirk M. Tokheim Ameritas Advisory Services LLC | 30,493 | $2.23M | $2.6M | $372,465.88 | 16.7% |
Christian Keedy Guardian Wealth Advisors LLC / Nc | 3,676 | $249,784.2 | $313,783.36 | $63,999.16 | 25.62% |
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 40,823 | $2.35M | $3.32M | $971,191.22 | 41.37% |
Michael Capobianco MWA Asset Management | 7,953 | $419,068.86 | $646,499.37 | $227,430.51 | 54.27% |
Lynn A. Jackson Dopkins Wealth Management LLC | 3,607 | $220,084.68 | $293,213.03 | $73,128.35 | 33.23% |
| MC Mike Clark Cassady Schiller Wealth Management LLC | 804 | $27,947.04 | $65,357.16 | $37,410.12 | 133.86% |
Bill Ryan Manhattan West Asset Management LLC | 6,000 | $366,060 | $511,200 | $145,140 | 39.65% |