| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| PEP Philip E. Passafiume Protective Life Corp | 172 | $6,826.68 | $7,070.92 | $244.24 | 3.58% |
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 18,104 | $667,798.51 | $744,164.92 | $76,366.41 | 11.44% |
PAX Financial Group PAX Financial Group LLC | 14,225 | $503,779.57 | $584,505.25 | $80,725.68 | 16.02% |
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 265 | $9,937.5 | $10,918 | $980.5 | 9.87% |
| TJL Timothy J. Landolt Endowment Wealth Management Inc. | 17,099 | $605,408.65 | $702,341.42 | $96,932.77 | 16.01% |
Barry Oliver Capital Performance Advisors LLP | 272,900 | $10.83M | $11.22M | $387,518 | 3.58% |
| FCG Financial Connections Group Inc. Financial Connections Group Inc. | 229 | $9,089.01 | $9,434.8 | $345.79 | 3.8% |
| DW Darren Woolson Asset Allocation Strategies LLC | 31,486 | $1.12M | $1.3M | $174,798.75 | 15.58% |
Mark Fiskio Empirical Asset Management LLC | 18,593 | $644,962.12 | $765,566.77 | $120,604.65 | 18.7% |
John DeMarco Trajan Wealth LLC | 7,282 | $273,075 | $298,529.23 | $25,454.23 | 9.32% |
Daniel Guy Ethos Financial Group LLC | 39,689 | $1.37M | $1.63M | $256,655.33 | 18.7% |
| AAL Avraham A. Levitan Glass Jacobson Investment Advisors LLC | 1,316 | $45,967.94 | $54,008.64 | $8,040.7 | 17.49% |
Jill Batley Gateway Wealth Partners LLC | 7,380 | $292,883 | $302,875.2 | $9,992.2 | 3.41% |
Rajiv Shah KINGSWOOD WEALTH ADVISORS, LLC | 48,034 | $1.83M | $1.97M | $141,864.07 | 7.75% |
Invenio Wealth Partners LLC INVENIO WEALTH PARTNERS LLC | 7,621 | $270,700.98 | $313,146.89 | $42,445.91 | 15.68% |
Derek Ripp Austin Wealth Management, LLC | 10,503 | $363,875.4 | $431,043.12 | $67,167.72 | 18.46% |
Joshua Stipcich Tidemark, LLC | 407,816 | $15.77M | $16.74M | $970,358.61 | 6.15% |
Andrea Butler Sequent Planning LLC | 17,707 | $636,501.05 | $726,695.28 | $90,194.23 | 14.17% |
KURT TRAULSEN EVOLUTION WEALTH MANAGEMENT INC. | 404 | $15,351.89 | $16,580.16 | $1,228.27 | 8% |
| SAM Smartleaf Asset Management LLC Smartleaf Asset Management LLC | 64 | $2,236.97 | $2,627.26 | $390.29 | 17.45% |