| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Marc Dacanay Geometric Wealth Advisors | 22,432 | $442,261.73 | $571,006.56 | $128,744.83 | 29.11% |
| RS Radon Stancil POM Investment Strategies LLC | 1,084 | $21,354.77 | $27,598.64 | $6,243.87 | 29.24% |
Christopher C. Powers Farther Finance Advisors, LLC | 5,875 | $131,062 | $148,578.75 | $17,516.75 | 13.37% |
James J. Karabas Embree Financial Group | 16,350 | $363,248 | $419,858.19 | $56,610.19 | 15.58% |
| TM Terry McHugh McHugh Group LLC | 10,000 | $197,000 | $254,605 | $57,605 | 29.24% |
Todd Iglehart Family Legacy Financial Solutions LLC | 4,749 | $123,865 | $120,197.19 | -$3,667.81 | -2.96% |