| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Courtney Holt Compound Planning, Inc. | 6,126 | $214,748.09 | $275,057.4 | $60,309.31 | 28.08% |
Christopher C. Powers Farther Finance Advisors, LLC | 122 | $4,332.17 | $5,418.02 | $1,085.85 | 25.06% |
Benj Foor Frazier Financial Advisors, LLC | 1,752 | $69,694.88 | $78,454.56 | $8,759.68 | 12.57% |
United Advisor Group LLC United Advisor Group, LLC | 23,613 | $854,832.43 | $1.06M | $202,557.71 | 23.7% |
Curtis Harrell Tounjian Advisory Partners LLC | 14,590 | $515,755.98 | $652,537.75 | $136,781.77 | 26.52% |
| MP Megan Parrish Berkeley Inc. | 184,424 | $7.11M | $8.19M | $1.08M | 15.17% |
| MDR Michael D. Richards Jr. Capital A Wealth Management LLC | 927 | $36,616.5 | $41,103.18 | $4,486.68 | 12.25% |
| RFL Rossby Financial LLC Rossby Financial LLC | 629 | $22,833 | $27,852.12 | $5,019.12 | 21.98% |
| SWM Stonebridge Wealth Management LLC Stonebridge Wealth Management LLC | 227,568 | $9.01M | $10.11M | $1.09M | 12.11% |