| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| RR rosemary richard WCG Wealth Advisors LLC | 18,211 | $370,848.57 | $483,137.83 | $112,289.26 | 30.28% |
| YA Yinka Akinsola Blue Trust Inc. | 11 | $218.57 | $284.79 | $66.22 | 30.3% |
Joseph Castro Nuveen LLC | 39,536 | $952,027 | $1.04M | $92,775.06 | 9.75% |
Christopher C. Powers Farther Finance Advisors, LLC | 1,000 | $26,000 | $25,890 | -$110 | -0.42% |
One Degree Advisors Inc. One Degree Advisors Inc | 232,173 | $4.86M | $6.01M | $1.16M | 23.8% |
Gillian Curran Prospect Financial Group LLC | 74,015 | $1.5M | $1.9M | $396,790.24 | 26.37% |
| SC Shawn Clark Accredited Wealth Management LLC | 100 | $1,995.15 | $2,589 | $593.85 | 29.76% |
| CMM Comprehensive Money Management Services LLC Comprehensive Money Management Services LLC | 33,325 | $673,801.65 | $897,442.25 | $223,640.6 | 33.19% |