| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Michael Herman Apollon Financial, LLC | 18,463 | $523,980 | $539,488.86 | $15,508.86 | 2.96% |
Kelly Richert Clayton Financial Group LLC | 27,488 | $704,238.64 | $803,199.36 | $98,960.72 | 14.05% |
Michael Mills Mills Wealth Advisors LLC | 40,366 | $1.15M | $1.18M | $33,918.52 | 2.96% |
Heather Scully NWF Advisory Services Inc. | 19,846 | $514,049.26 | $579,900.12 | $65,850.86 | 12.81% |
C. Eric Christiansen Quantum Financial Planning Services Inc. | 20,207 | $573,464 | $590,448.54 | $16,984.54 | 2.96% |
Freedom Financial Partners LLC Freedom Financial Partners LLC | 56,338 | $1.51M | $1.64M | $127,121.04 | 8.43% |
| DRL Dean R. Larabee III RFG - Bristol Wealth Advisors LLC | 169,605 | $4.42M | $4.96M | $531,216.2 | 12.01% |
Maridea Wealth Management LLC Maridea Wealth Management LLC | 17,565 | $466,716.9 | $509,911.97 | $43,195.07 | 9.26% |
| OWA Oak Wealth Advisors LLC Oak Wealth Advisors LLC | 64,200 | $1.68M | $1.88M | $196,474.23 | 11.7% |
| WMA William Mack & Associates Inc. William Mack & Associates Inc. | 90,804 | $2.49M | $2.65M | $159,207.15 | 6.38% |