| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Michelle Johnston 1620 INVESTMENT ADVISORS Inc. | 18,860 | $431,166.06 | $444,624.5 | $13,458.44 | 3.12% |
Jill Batley Gateway Wealth Partners LLC | 210,712 | $4.85M | $4.97M | $119,027.6 | 2.45% |
Christopher C. Powers Farther Finance Advisors, LLC | 2,563 | $59,862.11 | $60,422.72 | $560.61 | 0.94% |
James Rankin Modern Wealth Management, LLC | 702,949 | $16.84M | $16.59M | -$242,517.83 | -1.44% |
| GSW Good Steward Wealth Advisors LLC Good Steward Wealth Advisors LLC | 337,685 | $7.94M | $7.96M | $21,837.38 | 0.28% |
Justin Boggs Optima Capital LLC | 28,448 | $669,683.48 | $670,661.6 | $978.12 | 0.15% |