| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Larry Herold Herold Advisors Inc. | 13,526 | $790,112.03 | $907,728.51 | $117,616.48 | 14.89% |
Christopher D. Rich EnRich Financial Partners LLC | 103,685 | $6.47M | $7M | $524,638.01 | 8.11% |
| JS Jeffrey Starkey Kooman & Associates | 231,427 | $15.27M | $15.6M | $323,301.53 | 2.12% |
Nelson J. Lam LAM GROUP Inc. | 25 | $1,604 | $1,687 | $83 | 5.17% |
Steve Alexandrowski GEM Asset Management LLC | 8,740 | $592,554 | $591,872.8 | -$681.2 | -0.11% |
Kevin King LEGACY FINANCIAL GROUP Inc. | 13,899 | $782,390.86 | $941,127.7 | $158,736.84 | 20.29% |
Kevin Kroskey True Wealth Design LLC | 24,857 | $1.36M | $1.68M | $328,345.79 | 24.21% |
Christopher C. Powers Farther Finance Advisors, LLC | 1,095 | $72,674.79 | $73,953.23 | $1,278.44 | 1.76% |
Owen McCabe Tyche Wealth Partners LLC | 3,765 | $248,490 | $252,126.24 | $3,636.24 | 1.46% |
| SC Stacey Cole Haven Private LLC | 7,156 | $427,279.16 | $483,163.82 | $55,884.66 | 13.08% |