| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Dana Anspach Sensible Money LLC | 4,275 | $228,670 | $292,239 | $63,569 | 27.8% |
Scott Highmark Mosaic Family Wealth Partners LLC | 10,908 | $686,876.81 | $750,618.75 | $63,741.94 | 9.28% |
Jarrod Musick Destiny Capital Corp./ Co. | 7,657 | $422,904.57 | $524,855.19 | $101,950.62 | 24.11% |
Crystal Karstens PETRA FINANCIAL ADVISORS Inc. | 6,252 | $324,394.01 | $427,386.72 | $102,992.71 | 31.75% |
Kelly F. Taylor Whitaker-Myers Wealth Managers Ltd. | 5,550 | $298,619.07 | $379,398 | $80,778.93 | 27.05% |
Christopher C. Powers Farther Finance Advisors, LLC | 2,567 | $160,971.14 | $175,480.12 | $14,508.98 | 9.01% |
Daniel Dorval DORVAL Corp | 266,274 | $16.48M | $18.2M | $1.72M | 10.46% |
David Vollmer PFS Partners, LLC | 134,082 | $7.75M | $9.17M | $1.41M | 18.23% |
PETER KRUSSEL Southland Equity Partners LLC | 3,046 | $202,041 | $208,224.56 | $6,183.56 | 3.06% |
KURT TRAULSEN EVOLUTION WEALTH MANAGEMENT INC. | 940 | $57,970 | $64,258.4 | $6,288.4 | 10.85% |
Cynthia Schlanger Ashton Thomas Private Wealth, LLC | 6,576 | $355,559.46 | $449,535.36 | $93,975.9 | 26.43% |
David Millar Gen-Wealth Partners Inc | 1,833 | $103,381 | $125,644.45 | $22,263.45 | 21.54% |
Rana Choubah Meridian Financial Advisors, LLC | 4,411 | $226,695.46 | $301,535.96 | $74,840.5 | 33.01% |
Comprehensive Financial Planning Inc./PA Comprehensive Financial Planning Inc./PA | 474 | $28,875.14 | $32,490.71 | $3,615.57 | 12.52% |
Nova Wealth Management Inc. Nova Wealth Management Inc. | 1,889 | $116,494.5 | $129,132.04 | $12,637.54 | 10.85% |
Samira Kadam Synergy Investment Management LLC | 7,087 | $450,448.79 | $486,309.94 | $35,861.15 | 7.96% |
Bryan Molinar Atlas Legacy Advisors LLC | 6,244 | $383,621.04 | $426,839.84 | $43,218.8 | 11.27% |
Heather LeVar Roxbury Financial LLC | 306 | $18,621.19 | $20,918.16 | $2,296.97 | 12.34% |
| GJM Gabriel J. Markiz Portland Financial Advisors Inc. | 11,089 | $674,433.05 | $760,104.38 | $85,671.33 | 12.7% |
| CMP Craig M. Pesce Marshall & Sterling Wealth Advisors Inc. | 471 | $28,649.26 | $32,197.56 | $3,548.3 | 12.39% |