| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Allyson Mickool Florida Financial Advisors LLC | 5,316 | $267,679.78 | $364,571.28 | $96,891.5 | 36.2% |
Elizabeth Arce Sovran Advisors LLC | 21,131 | $1.02M | $1.45M | $429,181.09 | 42.23% |
ADG Wealth Management Group LLC ADG Wealth Management Group LLC | 20,846 | $1.03M | $1.43M | $401,777.56 | 39.02% |
| DRL Dean R. Larabee III RFG - Bristol Wealth Advisors LLC | 6,710 | $342,027.78 | $461,748.65 | $119,720.87 | 35% |
Andrew Dziedzic Prepared Retirement Institute LLC | 68,554 | $4.22M | $4.68M | $461,393.82 | 10.93% |
Rossby Financial LLC Rossby Financial LLC | 102 | $6,278 | $6,974.76 | $696.76 | 11.1% |
| AH Allen Hamilton Liberty Square Wealth Partners LLC | 13,527 | $673,977.82 | $933,363 | $259,385.18 | 38.49% |
Integrity Advisory Solutions LLC Integrity Advisory Solutions LLC | 13,399 | $717,546.76 | $919,439.38 | $201,892.62 | 28.14% |
Harbor Asset Planning Inc. Harbor Asset Planning Inc. | 2,031 | $102,421.02 | $139,184.43 | $36,763.41 | 35.89% |