| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Jeff Ameen Spire Wealth Management | 150 | $4,972.5 | $5,663.17 | $690.67 | 13.89% |
Missy Straw Nilsine Partners LLC | 38,576 | $1.36M | $1.46M | $99,901.15 | 7.37% |
Christopher C. Powers Farther Finance Advisors, LLC | 13,821 | $491,772.9 | $521,742.75 | $29,969.85 | 6.09% |
Courtney Haddad Concurrent Investment Advisors, LLC | 10,985 | $350,153.85 | $414,683.75 | $64,529.9 | 18.43% |
| DR Don Ruffin Park Square Financial Group LLC | 9,196 | $318,853.35 | $347,149 | $28,295.65 | 8.87% |
Warner Group LLC Warner Group LLC | 21,010 | $752,153.1 | $793,127.5 | $40,974.4 | 5.45% |