| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| CE Curtis Ellergodt Rothschild Investment LLC | 60 | $3,508 | $4,748.1 | $1,240.1 | 35.35% |
| EBA Eagle Bay Advisors LLC Eagle Bay Advisors LLC | 3,315 | $192,793.83 | $262,117.05 | $69,323.22 | 35.96% |
| LR Lisa Rolon Fifth Third Wealth Advisors LLC | 16,528 | $1.23M | $1.32M | $85,184.15 | 6.92% |
Jonathan Yarger Yarger Wealth Strategies LLC | 5,830 | $356,842.12 | $463,805.65 | $106,963.53 | 29.98% |
| MH Michael Hartman NORTHEAST PLANNING ASSOCIATES Inc. / NH / | 5,685 | $371,384.53 | $454,004.1 | $82,619.57 | 22.25% |
Michael Byun SageView Advisory Group LLC | 6,578 | $447,180.06 | $524,990.18 | $77,810.12 | 17.4% |
Courtney Haddad Concurrent Investment Advisors, LLC | 4,115 | $282,149.4 | $328,891.37 | $46,741.97 | 16.57% |
Raul Isern ATLANTIC FAMILY WEALTH, LLC | 374,972 | $24.58M | $29.98M | $5.4M | 21.95% |
| HAS Hayley A. Snell LRI Investments, LLC | 233 | $15,958 | $18,552.62 | $2,594.62 | 16.26% |
| DMR Donna M Ryberg Smith Thornton Advisors LLC | 14,855 | $906,938.17 | $1.18M | $275,891.2 | 30.42% |
| MAS MPWM Advisory Solutions LLC MPWM Advisory Solutions LLC | 49,838 | $3.43M | $4.01M | $574,382.95 | 16.74% |