| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Assaf Pinchas Allegiance Financial Group Advisory Services LLC | 16,156 | $1.69M | $2.47M | $786,068.26 | 46.65% |
Jeffrey Hanson Breakwater Capital Group | 5,215 | $597,849.94 | $793,331.87 | $195,481.93 | 32.7% |
| AAL Avraham A. Levitan Glass Jacobson Investment Advisors LLC | 246 | $28,293.09 | $37,374.78 | $9,081.69 | 32.1% |
| AEI Amy Elizabeth Ipsen Ipsen Advisor Group LLC | 1,320 | $203,680 | $200,818.2 | -$2,861.8 | -1.41% |
David Stevens Stevens Capital Partners | 2,215 | $313,032.79 | $339,736.7 | $26,703.91 | 8.53% |
| TAL TFB Advisors LLC TFB Advisors LLC | 2,053 | $236,007.93 | $314,724.9 | $78,716.97 | 33.35% |
| DCB David C. Bensch Evergreen Wealth Management LLC | 4,477 | $500,519.88 | $680,817.39 | $180,297.51 | 36.02% |
| CAD Chelsea A. Delgado Main Street Group Ltd. | 230 | $33,532 | $34,980.7 | $1,448.7 | 4.32% |
Jeffrey Steele Silverlake Wealth Management LLC | 12,359 | $1.77M | $1.88M | $114,986.81 | 6.51% |
Jill Batley Gateway Wealth Partners LLC | 7,977 | $1.17M | $1.21M | $41,999.47 | 3.59% |
Pavin White 25 LLC | 69,473 | $8.1M | $10.56M | $2.46M | 30.33% |
Ann Reilley Alpha Financial Advisors LLC | 9,399 | $984,859.03 | $1.43M | $443,647.98 | 45.05% |
Matthew T. Miler MilWealth Group LLC | 118,364 | $12.5M | $17.99M | $5.49M | 43.97% |
| JC Jared Calvert Buck Wealth Strategies LLC | 26 | $4,012 | $3,950.7 | -$61.3 | -1.53% |
Kelly F. Taylor Whitaker-Myers Wealth Managers Ltd. | 57,124 | $7.21M | $8.76M | $1.55M | 21.46% |
Jacqueline Washburn Vawter Financial Ltd. | 32,020 | $4.56M | $4.92M | $350,619.18 | 7.68% |
Brian Glas Noble Family Wealth, LLC | 48,603 | $6.14M | $7.39M | $1.26M | 20.47% |
Alexandra Stickelman Root Financial Partners, LLC | 14,171 | $1.97M | $2.16M | $181,109.7 | 9.17% |
Joe-Ben O'Banion TITLEIST ASSET MANAGEMENT, LLC | 9,493 | $1.19M | $1.44M | $251,583.4 | 21.11% |
Courtney Holt Compound Planning, Inc. | 21,906 | $2.61M | $3.33M | $722,299.29 | 27.69% |