| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 537 | $16,761.82 | $20,835.6 | $4,073.78 | 24.3% |
| LJB Laura J. Bornheimer GWN SECURITIES Inc. | 5,500 | $205,645 | $214,005 | $8,360 | 4.07% |
PAX Financial Group PAX Financial Group LLC | 451,484 | $12.46M | $17.57M | $5.11M | 41.04% |
| DR Donna Rittershausen Koss-Olinger Consulting LLC | 14,446 | $425,579.16 | $561,227.1 | $135,647.94 | 31.87% |
| TT Timothy Tenneriello Oliver Lagore Vanvalin Investment Group | 2,075 | $59,274.76 | $81,091 | $21,816.24 | 36.81% |
| DL David Lutz LifeGuide Financial Advisors LLC | 52,090 | $1.55M | $2.04M | $487,201.54 | 31.44% |
| LMK Lawrence M. Korchan Frontier Asset Management LLC | 90,450 | $2.51M | $3.53M | $1.02M | 40.84% |
| EM Erin Mccann Simplicity Wealth LLC | 13,605 | $460,816.62 | $528,935.19 | $68,118.57 | 14.78% |
| PO Patrick O'Connell Security Financial Services Inc. | 64,145 | $2.03M | $2.49M | $460,129.52 | 22.68% |
Allison Brooke Blake WorthPointe LLC | 71,656 | $2.61M | $2.78M | $161,949.73 | 6.2% |
Amanda Hawley Atria Wealth Solutions Inc. | 8,984 | $307,881.68 | $349,747.12 | $41,865.44 | 13.6% |
| ED Eric Dahm Range Financial Group LLC | 70,029 | $2.13M | $2.72M | $586,182.81 | 27.51% |
Adam Schwallier Schwallier Wealth Management LLC | 19,820 | $634,634.4 | $771,394.4 | $136,760 | 21.55% |
| VL Victoria Latham Fiduciary Alliance LLC | 346,536 | $9.93M | $13.49M | $3.56M | 35.87% |
| SA Steve Alexandrowski GEM Asset Management LLC | 6,091 | $227,742 | $238,036.28 | $10,294.28 | 4.52% |
| SH Scott Highmark Mosaic Family Wealth Partners LLC | 31,603 | $993,923.45 | $1.23M | $238,593.55 | 24.01% |
Jill Batley Gateway Wealth Partners LLC | 11,166 | $403,585.1 | $435,920.64 | $32,335.54 | 8.01% |
| VI Vincent Incerto LaSalle St. Investment Advisors LLC | 8,060 | $239,273.7 | $314,662.4 | $75,388.7 | 31.51% |
| PIL PFG Investments LLC PFG Investments LLC | 7,999 | $245,939.61 | $311,321.08 | $65,381.47 | 26.58% |
Kelly F. Taylor Whitaker-Myers Wealth Managers Ltd. | 26,077 | $881,899.2 | $1.02M | $133,408.79 | 15.13% |