| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| SH Scott Highmark Mosaic Family Wealth Partners LLC | 11,035 | $694,874 | $757,938.97 | $63,064.97 | 9.08% |
| JM Jarrod Musick Destiny Capital Corp./ Co. | 8,340 | $460,625.94 | $572,832.9 | $112,206.96 | 24.36% |
Crystal Karstens PETRA FINANCIAL ADVISORS Inc. | 6,237 | $323,399.01 | $428,232.42 | $104,833.41 | 32.42% |
Kelly F. Taylor Whitaker-Myers Wealth Managers Ltd. | 5,550 | $298,619.07 | $381,090.75 | $82,471.68 | 27.62% |
Christopher C. Powers Farther Finance Advisors, LLC | 2,695 | $168,784.32 | $185,216.03 | $16,431.71 | 9.74% |
Daniel Dorval DORVAL Corp | 261,731 | $16.18M | $17.95M | $1.77M | 10.94% |
David Vollmer PFS Partners, LLC | 130,833 | $7.54M | $8.99M | $1.45M | 19.23% |
KURT TRAULSEN EVOLUTION WEALTH MANAGEMENT INC. | 940 | $57,970 | $64,592.1 | $6,622.1 | 11.42% |
Cynthia Schlanger Ashton Thomas Private Wealth, LLC | 6,560 | $354,498.18 | $451,524.8 | $97,026.62 | 27.37% |
David Millar Gen-Wealth Partners Inc | 1,833 | $103,381 | $126,165.39 | $22,784.39 | 22.04% |
Matthew Richmond Richmond Investment Services, LLC | 5,886 | $360,053.7 | $405,133.38 | $45,079.68 | 12.52% |
Rana Choubah Meridian Financial Advisors, LLC | 4,411 | $226,695.46 | $303,388.58 | $76,693.12 | 33.83% |
Comprehensive Financial Planning Inc./PA Comprehensive Financial Planning Inc./PA | 470 | $28,609.87 | $32,740.2 | $4,130.33 | 14.44% |
Nova Wealth Management Inc. Nova Wealth Management Inc. | 1,889 | $116,494.5 | $129,934.86 | $13,440.36 | 11.54% |
| SK Samira Kadam Synergy Investment Management LLC | 8,060 | $512,292.54 | $557,872.9 | $45,580.36 | 8.9% |
Bryan Molinar Atlas Legacy Advisors LLC | 5,585 | $339,909.52 | $386,565.77 | $46,656.25 | 13.73% |
Heather LeVar Roxbury Financial LLC | 306 | $18,621.19 | $21,179.79 | $2,558.6 | 13.74% |
| GJM Gabriel J. Markiz Portland Financial Advisors Inc. | 11,089 | $674,433.05 | $767,525.13 | $93,092.08 | 13.8% |
| CMP Craig M. Pesce Marshall & Sterling Wealth Advisors Inc. | 468 | $28,450.11 | $32,390.28 | $3,940.17 | 13.85% |
Sarah H. Schmidt Summit Wealth Group LLC / CO | 5,606 | $353,010 | $385,244.32 | $32,234.32 | 9.13% |