| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Courtney Holt Compound Planning, Inc. | 6,902 | $241,892.07 | $308,864.5 | $66,972.43 | 27.69% |
Christopher C. Powers Farther Finance Advisors, LLC | 116 | $4,119.12 | $5,191 | $1,071.88 | 26.02% |
Benj Foor Frazier Financial Advisors, LLC | 1,752 | $69,694.88 | $80,372.47 | $10,677.59 | 15.32% |
United Advisor Group LLC United Advisor Group, LLC | 24,590 | $897,871.89 | $1.1M | $202,530.61 | 22.56% |
| MP Megan Parrish Berkeley Inc. | 189,056 | $7.32M | $8.46M | $1.14M | 15.63% |
| MDR Michael D. Richards Jr. Capital A Wealth Management LLC | 927 | $36,616.5 | $41,483.25 | $4,866.75 | 13.29% |
| RFL Rossby Financial LLC Rossby Financial LLC | 629 | $22,833 | $28,147.75 | $5,314.75 | 23.28% |
| SWM Stonebridge Wealth Management LLC Stonebridge Wealth Management LLC | 227,568 | $9.01M | $10.18M | $1.17M | 12.97% |