| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| DCB David C. Bensch Evergreen Wealth Management LLC | 4,477 | $500,519.88 | $673,878.04 | $173,358.16 | 34.64% |
| CAD Chelsea A. Delgado Main Street Group Ltd. | 230 | $33,532 | $34,619.6 | $1,087.6 | 3.24% |
Jeffrey Steele Silverlake Wealth Management LLC | 12,359 | $1.77M | $1.94M | $172,888.73 | 9.79% |
Jill Batley Gateway Wealth Partners LLC | 7,256 | $1.06M | $1.09M | $34,424.12 | 3.25% |
Pavin White 25 LLC | 74,838 | $8.7M | $11.26M | $2.57M | 29.5% |
Ann Reilley Alpha Financial Advisors LLC | 9,399 | $984,859.03 | $1.5M | $517,947.08 | 52.59% |
Matthew T. Miler MilWealth Group LLC | 117,741 | $12.4M | $17.72M | $5.32M | 42.91% |
Kelly F. Taylor Whitaker-Myers Wealth Managers Ltd. | 70,063 | $8.71M | $10.55M | $1.83M | 21.03% |
Jacqueline Washburn Vawter Financial Ltd. | 32,020 | $4.56M | $4.82M | $255,199.58 | 5.59% |
Brian Glas Noble Family Wealth, LLC | 42,085 | $5.13M | $6.33M | $1.2M | 23.45% |
Alexandra Stickelman Root Financial Partners, LLC | 14,171 | $1.97M | $2.13M | $158,648.67 | 8.04% |
Joe-Ben O'Banion TITLEIST ASSET MANAGEMENT, LLC | 8,775 | $1.08M | $1.32M | $240,648.65 | 22.28% |
Courtney Holt Compound Planning, Inc. | 24,897 | $2.96M | $3.75M | $789,848.54 | 26.71% |
Katherine Stoner Empower Advisory Group, LLC | 5.04M | $566.48M | $805.01M | $238.53M | 42.11% |
John Shanley Aspect Partners, LLC | 23 | $2,645.5 | $3,461.96 | $816.46 | 30.86% |
Jane Bortnem Cherry Tree Wealth Management, LLC | 9,914 | $1.11M | $1.49M | $380,274 | 34.2% |
| DT Derek Tinnin Altiora Financial Group, LLC | 3,748 | $429,072 | $594,489.06 | $165,417.06 | 38.55% |
Thomas Dobbins New Republic Capital, LLC | 26 | $2,840.22 | $4,178.98 | $1,338.76 | 47.14% |
Denise Reinert CGC Financial Services, LLC | 35 | $3,867 | $5,268.2 | $1,401.2 | 36.23% |
Christopher C. Powers Farther Finance Advisors, LLC | 54,546 | $7.77M | $8.21M | $436,616.28 | 5.62% |