| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Jeff Ameen Spire Wealth Management | 150 | $4,972.5 | $5,353.39 | $380.89 | 7.66% |
Missy Straw Nilsine Partners LLC | 38,576 | $1.36M | $1.38M | $21,206.11 | 1.56% |
Christopher C. Powers Farther Finance Advisors, LLC | 13,022 | $463,277.3 | $460,532.15 | -$2,745.15 | -0.59% |
Courtney Haddad Concurrent Investment Advisors, LLC | 10,985 | $350,153.85 | $392,046.96 | $41,893.11 | 11.96% |
| DR Don Ruffin Park Square Financial Group LLC | 9,196 | $318,853.35 | $331,193.94 | $12,340.59 | 3.87% |
Warner Group LLC Warner Group LLC | 21,010 | $752,153.1 | $757,410.5 | $5,257.4 | 0.7% |