| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Jeff Ameen Spire Wealth Management | 150 | $4,972.5 | $5,575.54 | $603.04 | 12.13% |
| MS Missy Straw Nilsine Partners LLC | 37,494 | $1.32M | $1.41M | $90,161.08 | 6.85% |
Christopher C. Powers Farther Finance Advisors, LLC | 14,200 | $505,289.59 | $534,151.46 | $28,861.87 | 5.71% |
Courtney Haddad Concurrent Investment Advisors, LLC | 10,985 | $350,153.85 | $413,365.55 | $63,211.7 | 18.05% |
| DR Don Ruffin Park Square Financial Group LLC | 8,724 | $301,604 | $329,810.82 | $28,206.82 | 9.35% |
Warner Group LLC Warner Group LLC | 12,518 | $441,817.19 | $472,304.14 | $30,486.95 | 6.9% |