| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| EM Erin Mccann Simplicity Wealth LLC | 3,257 | $263,090.69 | $277,984.95 | $14,894.26 | 5.66% |
Annmarie Young KPP Advisory Services LLC | 9,597 | $606,285 | $818,624.1 | $212,339.1 | 35.02% |
Christopher C. Powers Farther Finance Advisors, LLC | 1,102 | $90,018.32 | $94,184.19 | $4,165.87 | 4.63% |
| OAS Optivise Advisory Services LLC Optivise Advisory Services LLC | 2,465 | $201,357 | $210,375.42 | $9,018.42 | 4.48% |