| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Landon Marsh Scott Marsh Financial LLC | 97,720 | $1.03M | $1.43M | $406,521.6 | 39.54% |
| GWM Gibbs Wealth Management Gibbs Wealth Management | 129,371 | $1.77M | $1.9M | $125,438.61 | 7.07% |
Provenance Wealth Advisors LLC Provenance Wealth Advisors LLC | 43 | $630 | $631.24 | $1.24 | 0.2% |
Matthew J. Darcy Seneca Financial Advisors LLC | 10,420 | $244,638.9 | $152,965.6 | -$91,673.3 | -37.47% |
| BFG Birch Financial Group LLC Birch Financial Group LLC | 12,823 | $168,757 | $188,241.64 | $19,484.64 | 11.55% |
Wallace Jones WJ Financial Advisors LLC | 65,760 | $865,401.92 | $967,329.6 | $101,927.68 | 11.78% |
Kerr Financial Planning Corp Kerr Financial Planning Corp | 487 | $6,983.58 | $7,149.16 | $165.58 | 2.37% |