| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Craig Kurth PCG Wealth Advisors LLC | 100,690 | $3.35M | $3.71M | $360,957.14 | 10.77% |
Christopher C. Powers Farther Finance Advisors, LLC | 106 | $3,953 | $3,872.18 | -$80.82 | -2.04% |
| FDW Fourth Dimension Wealth LLC Fourth Dimension Wealth LLC | 2,452 | $56,399.61 | $89,914.84 | $33,515.23 | 59.42% |
| CMM Comprehensive Money Management Services LLC Comprehensive Money Management Services LLC | 8,180 | $247,790.32 | $299,960.6 | $52,170.28 | 21.05% |