| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Larry Herold Herold Advisors Inc. | 10,639 | $602,325.1 | $694,490.51 | $92,165.41 | 15.3% |
Christopher D. Rich EnRich Financial Partners LLC | 103,685 | $6.47M | $6.77M | $296,831.69 | 4.59% |
| JS Jeffrey Starkey Kooman & Associates | 231,427 | $15.27M | $15.11M | -$167,138.57 | -1.09% |
Nelson J. Lam LAM GROUP Inc. | 25 | $1,604 | $1,631.94 | $27.94 | 1.74% |
Kevin King LEGACY FINANCIAL GROUP Inc. | 13,899 | $782,390.86 | $907,296.14 | $124,905.28 | 15.96% |
Kevin Kroskey True Wealth Design LLC | 27,841 | $1.52M | $1.82M | $300,007.98 | 19.77% |
Christopher C. Powers Farther Finance Advisors, LLC | 870 | $57,420 | $56,906.7 | -$513.3 | -0.89% |
Owen McCabe Tyche Wealth Partners LLC | 3,765 | $248,490 | $245,770.92 | -$2,719.08 | -1.09% |
| SC Stacey Cole Haven Private LLC | 7,156 | $427,279.16 | $467,127.94 | $39,848.78 | 9.33% |