| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
KURT TRAULSEN EVOLUTION WEALTH MANAGEMENT INC. | 29 | $679 | $880.87 | $201.87 | 29.73% |
Neil Greenspan Fielder Capital Group LLC | 19,475 | $481,342.3 | $593,792.75 | $112,450.45 | 23.36% |
Michael Bailey MGB Wealth Management, LLC | 59,111 | $1.44M | $1.8M | $364,412.12 | 25.34% |
David W. Marrazzo Guardian Asset Advisors, LLC | 8,929 | $238,384.08 | $272,245.21 | $33,861.13 | 14.2% |
Carmen McClennon WR Wealth Planners, LLC | 100 | $2,628 | $3,033.5 | $405.5 | 15.43% |
Jefferson H. West Legacy Investment Solutions LLC | 50 | $1,187.5 | $1,509 | $321.5 | 27.07% |
| KT Karen Tatman KMT Wealth Management LLC | 21,711 | $577,742 | $657,191.97 | $79,449.97 | 13.75% |