| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Amanda Hawley Atria Wealth Solutions Inc. | 8,879 | $496,992.01 | $570,653.33 | $73,661.32 | 14.82% |
| JWW Johnson & White Wealth Management LLC Johnson & White Wealth Management LLC | 33,066 | $1.76M | $2.13M | $368,469.09 | 20.94% |
| TAB Thomas A. Burke Syntegra Private Wealth Group LLC | 7,914 | $423,319.69 | $514,528.71 | $91,209.02 | 21.55% |
Dana Anspach Sensible Money LLC | 4,275 | $228,670 | $274,818.37 | $46,148.37 | 20.18% |
Scott Highmark Mosaic Family Wealth Partners LLC | 10,908 | $686,876.81 | $704,384.1 | $17,507.29 | 2.55% |
Jarrod Musick Destiny Capital Corp./ Co. | 7,657 | $422,904.57 | $492,804.52 | $69,899.95 | 16.53% |
Crystal Karstens PETRA FINANCIAL ADVISORS Inc. | 6,252 | $324,394.01 | $405,285.9 | $80,891.89 | 24.94% |
Kelly F. Taylor Whitaker-Myers Wealth Managers Ltd. | 5,314 | $285,995.16 | $342,593.58 | $56,598.42 | 19.79% |
Christopher C. Powers Farther Finance Advisors, LLC | 2,571 | $161,223 | $164,184.06 | $2,961.06 | 1.84% |
Daniel Dorval DORVAL Corp | 266,274 | $16.48M | $17.1M | $619,920.91 | 3.76% |
David Vollmer PFS Partners, LLC | 134,082 | $7.75M | $8.66M | $905,725.43 | 11.68% |
KURT TRAULSEN EVOLUTION WEALTH MANAGEMENT INC. | 940 | $57,970 | $60,362.1 | $2,392.1 | 4.13% |
Cynthia Schlanger Ashton Thomas Private Wealth, LLC | 6,576 | $355,559.46 | $422,639.52 | $67,080.06 | 18.87% |
David Millar Gen-Wealth Partners Inc | 1,833 | $103,381 | $118,466.79 | $15,085.79 | 14.59% |
Rana Choubah Meridian Financial Advisors, LLC | 4,411 | $226,695.46 | $285,965.13 | $59,269.67 | 26.15% |
Comprehensive Financial Planning Inc./PA Comprehensive Financial Planning Inc./PA | 474 | $28,875.14 | $30,608.55 | $1,733.41 | 6% |
Nova Wealth Management Inc. Nova Wealth Management Inc. | 1,889 | $116,494.5 | $122,001.06 | $5,506.56 | 4.73% |
Samira Kadam Synergy Investment Management LLC | 7,087 | $450,448.79 | $456,225.62 | $5,776.83 | 1.28% |
Bryan Molinar Atlas Legacy Advisors LLC | 6,244 | $383,621.04 | $403,299.96 | $19,678.92 | 5.13% |
Heather LeVar Roxbury Financial LLC | 307 | $18,684.22 | $19,826.06 | $1,141.84 | 6.11% |