| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| MLG Mary L. Gibbons RIA Advisory Group LLC | 2,116 | $256,797.83 | $342,707.38 | $85,909.55 | 33.45% |
| VBG Vance B. Gray Jr. Gray Wealth Management Inc. | 6,306 | $536,860.98 | $1.02M | $484,458.84 | 90.24% |
| HAI Hofer & Associates. Inc. Hofer & Associates. Inc. | 41,734 | $4.75M | $6.76M | $2.01M | 42.27% |
Holly Skipper Verum Partners LLC | 4,271 | $444,090.94 | $691,731.2 | $247,640.26 | 55.76% |
Belena Vincetti Fortis Capital Advisors LLC | 3,590 | $429,919.61 | $581,436.44 | $151,516.83 | 35.24% |
Jeffrey D. Munjack JDM Financial Group LLC | 777 | $109,518.15 | $128,733.36 | $19,215.21 | 17.55% |
Marc White Clarendon Private LLC | 1,395 | $206,643.56 | $225,934.21 | $19,290.65 | 9.34% |
Sheryl Stephens Stephens Consulting LLC | 3,601 | $397,098.39 | $583,218 | $186,119.61 | 46.87% |
Lucas Mosher SP Asset Management LLC | 15,475 | $1.69M | $2.51M | $818,305.61 | 48.48% |
| BP Brett Pohl Kingdom Financial Group LLC | 1 | $143.53 | $165.62 | $22.09 | 15.39% |
Stephen Smith Kestra Investment Management LLC | 1,697 | $221,577.11 | $280,514.1 | $58,936.99 | 26.6% |
Amy Hart Phillips Wealth Planners LLC | 2,026 | $224,933.54 | $335,546.12 | $110,612.58 | 49.18% |
Scott Register Register Financial Advisors LLC | 5,955 | $679,891.24 | $964,471.86 | $284,580.62 | 41.86% |
Bree Pate Olisti Co. Wealth LLC | 365,939 | $57.77M | $59.27M | $1.5M | 2.59% |
| FCP Fidelis Capital Partners LLC Fidelis Capital Partners LLC | 14,080 | $2.06M | $2.35M | $287,924.97 | 13.99% |
Timothy J. Videnka Forza Wealth Management LLC | 28,747 | $3.29M | $4.66M | $1.36M | 41.41% |
Kevin Gray Lodestar Private Asset Management LLC | 15,225 | $1.7M | $2.47M | $768,344.97 | 45.26% |
Crystal McKeon TSA Wealth Managment LLC | 1,980 | $293,238 | $320,680.82 | $27,442.82 | 9.36% |
| RWA Rooted Wealth Advisors Inc. Rooted Wealth Advisors Inc. | 46,082 | $5.17M | $7.46M | $2.3M | 44.48% |
Dean Pelos Commonwealth Retirement Investments LLC | 3,664 | $408,058.93 | $593,421.48 | $185,362.55 | 45.43% |