| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| EFM Eley Financial Management Inc. Eley Financial Management Inc. | 24,321 | $1.04M | $1.19M | $157,190.41 | 15.15% |
| DK Daniel Kauper Milestone Investment Advisors LLC | 120 | $5,021 | $5,935.8 | $914.8 | 18.22% |
| PIL PFG Investments LLC PFG Investments LLC | 7,719 | $320,035.63 | $379,080.09 | $59,044.46 | 18.45% |
| AW Ariel Weisbard Values Added Financial LLC | 20,190 | $870,069.41 | $999,102.15 | $129,032.74 | 14.83% |
Nemes Rush Group LLC Nemes Rush Group LLC | 1,189 | $52,043.5 | $58,237.22 | $6,193.72 | 11.9% |
Christopher C. Powers Farther Finance Advisors, LLC | 16,345 | $798,379.4 | $796,164.95 | -$2,214.45 | -0.28% |
Matthew J. Syverson Sound Stewardship, LLC | 5,155 | $214,452.27 | $252,826.97 | $38,374.7 | 17.89% |
| KS Kristi Shields ROGCO, LP | 4,706 | $194,116.18 | $231,229.31 | $37,113.13 | 19.12% |
Daniel Dorval DORVAL Corp | 4,098 | $213,690 | $200,720.04 | -$12,969.96 | -6.07% |
Steven D Urban Urban Financial Advisory Corp | 2,781 | $145,014.7 | $136,199.47 | -$8,815.23 | -6.08% |
Thomas Higgins Balanced Rock Investment Advisors LLC | 29,570 | $1.22M | $1.45M | $233,797.08 | 19.15% |
Jeffrey Liguori NAPATREE CAPITAL LLC | 8,991 | $342,172.47 | $442,132.42 | $99,959.95 | 29.21% |
David Maxey Heritage Family Offices, LLP | 5,532 | $288,494 | $271,316.94 | -$17,177.06 | -5.95% |
Bray Creech Joel Adams & Associates, Inc. | 6,342 | $263,235.19 | $310,948.26 | $47,713.07 | 18.13% |
| DMM Dianne Marie Morin SEEDS INVESTOR LLC | 51,016 | $2.42M | $2.49M | $75,258.05 | 3.11% |
Brady Green GGM Financials LLC | 981 | $44,510.77 | $48,069 | $3,558.23 | 7.99% |
Bruce Barton Parkworth Wealth Management, Inc. | 2,594 | $108,537.51 | $127,676.68 | $19,139.17 | 17.63% |
Carmen McClennon WR Wealth Planners, LLC | 211 | $8,667.85 | $10,366.43 | $1,698.58 | 19.6% |
Holly Breeden Fort Vancouver Investment Management, LLC | 780 | $30,943.34 | $38,235.6 | $7,292.26 | 23.57% |
Melissa Flynn MCCARTER PRIVATE WEALTH SERVICES LLC | 5,498 | $246,349.86 | $270,941.44 | $24,591.58 | 9.98% |