| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| HM Heidi Mark ENDEAVOR PRIVATE WEALTH Inc. | 20,487 | $1.34M | $1.61M | $270,203.32 | 20.1% |
| ECD Elizabeth C. DeWan WMG Financial Advisors LLC | 16,300 | $1.05M | $1.28M | $235,204 | 22.42% |
| WTM W. Travis McKinney HB Wealth Management LLC | 34,973 | $2.17M | $2.76M | $588,945.32 | 27.17% |
| BFG Bleakley Financial Group LLC Bleakley Financial Group LLC | 23,100 | $1.67M | $1.78M | $114,345 | 6.85% |
Christopher C. Powers Farther Finance Advisors, LLC | 9,002 | $580,861.27 | $694,864.38 | $114,003.11 | 19.63% |
Serena Grunenwald GEN Financial Management, INC. | 10,305 | $728,261.3 | $795,442.95 | $67,181.65 | 9.22% |
| EG Ethan Gilbert Rialto Wealth Management LLC | 179 | $12,456 | $14,108.78 | $1,652.78 | 13.27% |
| SC Shawn Clark Accredited Wealth Management LLC | 1,432 | $99,175.1 | $112,870.24 | $13,695.14 | 13.81% |
| BWL Balance Wealth LLC Balance Wealth LLC | 19,509 | $1.41M | $1.54M | $128,338.38 | 9.11% |