| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Todd Lunsford International Private Wealth Advisors LLC | 23,841 | $578,368.3 | $599,481.94 | $21,113.64 | 3.65% |
Geoffrey A. Frazier Global Financial Private Client, LLC | 8,858 | $223,094.03 | $222,734.41 | -$359.62 | -0.16% |
Beth Steinhaus Breakwater Investment Management | 71,769 | $1.78M | $1.8M | $21,778.35 | 1.22% |
Kelly Dixon Cannon Financial Strategists, Inc. | 10,150 | $245,986.77 | $255,221.75 | $9,234.98 | 3.75% |
Bryan Gort Quest 10 Wealth Builders, Inc. | 117 | $2,958.84 | $2,943.72 | -$15.12 | -0.51% |
| MWA Merkkuri Wealth Advisors LLC Merkkuri Wealth Advisors LLC | 89 | $2,204 | $2,239.24 | $35.24 | 1.6% |
| AJP Aaron J. Plautz Principia Wealth Advisory LLC | 462 | $11,639.33 | $11,628.08 | -$11.25 | -0.1% |
Novus Advisors LLC Novus Advisors LLC | 33,539 | $806,448.86 | $843,338.15 | $36,889.29 | 4.57% |
REAP Financial Group LLC REAP Financial Group LLC | 100 | $2,423.1 | $2,517.83 | $94.73 | 3.91% |
| RFL Rossby Financial LLC Rossby Financial LLC | 52 | $1,252.26 | $1,308.84 | $56.58 | 4.52% |