| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Larry Herold Herold Advisors Inc. | 10,639 | $602,325.1 | $708,131.84 | $105,806.74 | 17.57% |
Christopher D. Rich EnRich Financial Partners LLC | 42,581 | $2.44M | $2.85M | $407,410.28 | 16.71% |
| NJL Nelson J. Lam LAM GROUP Inc. | 5 | $284 | $332.8 | $48.8 | 17.18% |
Kevin King LEGACY FINANCIAL GROUP Inc. | 13,710 | $769,916.84 | $914,232.16 | $144,315.32 | 18.74% |
Kevin Kroskey True Wealth Design LLC | 27,841 | $1.52M | $1.86M | $345,953.98 | 22.8% |
| SC Stacey Cole Haven Private LLC | 12,503 | $749,005.23 | $819,759.19 | $70,753.96 | 9.45% |