| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
William P. Ratcliff Rebel Financial LLC | 25,081 | $2.38M | $2.57M | $185,459.59 | 7.78% |
Lauren Sterling NerdWallet Wealth Partners LLC | 4,277 | $421,618.38 | $438,328.34 | $16,709.96 | 3.96% |
Adam Scott Argyle Capital Partners LLC | 2,107 | $201,471 | $215,935.89 | $14,464.89 | 7.18% |
Provenance Wealth Advisors LLC Provenance Wealth Advisors LLC | 52 | $4,155.33 | $5,325.32 | $1,169.99 | 28.16% |
Michael Behner Nautilus Advisors LLC | 4,000 | $304,560 | $409,380 | $104,820 | 34.42% |
Bonnie Courtney Cambridge Financial Group LLC | 10,875 | $834,382.58 | $1.11M | $276,281.17 | 33.11% |
United Financial Planning Group LLC United Financial Planning Group LLC | 166 | $15,428.18 | $17,000.06 | $1,571.88 | 10.19% |