| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Allyson Mickool Florida Financial Advisors LLC | 6,762 | $248,707 | $258,240.78 | $9,533.78 | 3.83% |
Elizabeth Arce Sovran Advisors LLC | 142,186 | $5.12M | $5.25M | $134,195.69 | 2.62% |
| RN Ron New Whipplewood Advisors LLC | 850 | $28,135.4 | $31,390.5 | $3,255.1 | 11.57% |
Bryan Molinar Atlas Legacy Advisors LLC | 34,974 | $1.18M | $1.29M | $109,959.44 | 9.31% |
Freedom Financial Partners LLC Freedom Financial Partners LLC | 481,888 | $16.47M | $17.8M | $1.33M | 8.08% |
| RH Richard Harris Aspire Growth Partners LLC | 15,317 | $431,636.99 | $565,656.81 | $134,019.82 | 31.05% |
| ECC Elizabeth C. Carr CLG LLC | 50,271 | $1.73M | $1.86M | $130,460.16 | 7.56% |
| QFW QTR Family Wealth LLC QTR Family Wealth LLC | 9,761 | $325,151.6 | $360,473.73 | $35,322.13 | 10.86% |
| WWA Wisconsin Wealth Advisors LLC Wisconsin Wealth Advisors LLC | 39,055 | $1.32M | $1.44M | $120,469.85 | 9.11% |
David K. Gilmore Equity Wealth Partners LLC | 181,307 | $6.67M | $6.7M | $27,196.5 | 0.41% |