| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| RR rosemary richard WCG Wealth Advisors LLC | 18,282 | $372,294.13 | $466,008.18 | $93,714.05 | 25.17% |
| YA Yinka Akinsola Blue Trust Inc. | 11 | $218.57 | $280.39 | $61.82 | 28.28% |
| DC Donie Carlson DMC Group LLC | 8,710 | $228,811.7 | $222,192.1 | -$6,619.6 | -2.89% |
Christopher C. Powers Farther Finance Advisors, LLC | 1,000 | $26,000 | $25,710 | -$290 | -1.12% |
One Degree Advisors Inc. One Degree Advisors Inc | 232,173 | $4.86M | $5.89M | $1.04M | 21.39% |
Gillian Curran Prospect Financial Group LLC | 75,919 | $1.54M | $1.93M | $382,845.59 | 24.81% |
| SC Shawn Clark Accredited Wealth Management LLC | 100 | $1,995.15 | $2,563 | $567.85 | 28.46% |
| CMM Comprehensive Money Management Services LLC Comprehensive Money Management Services LLC | 33,325 | $673,801.65 | $854,453 | $180,651.35 | 26.81% |