| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
SkyOak Wealth SkyOak Wealth LLC | 41,744 | $2.64M | $3.47M | $835,431.8 | 31.67% |
Jeffrey Dominguez Dominguez Wealth Management Solutions Inc. | 8,282 | $492,350.14 | $689,145.22 | $196,795.08 | 39.97% |
Kimberly Cappellano Private Wealth Asset Management LLC | 103 | $7,209.12 | $8,570.63 | $1,361.51 | 18.89% |
Jay Richards Investment Advisory Group LLC | 3,100 | $216,555 | $257,951 | $41,396 | 19.12% |
| BP Brett Pohl Kingdom Financial Group LLC | 494 | $37,459.02 | $41,668.9 | $4,209.88 | 11.24% |
| PVI Pine Valley Investments Ltd. Liability Co. Pine Valley Investments Ltd. Liability Co. | 31,873 | $1.88M | $2.69M | $810,758.93 | 43.18% |
Christopher C. Powers Farther Finance Advisors, LLC | 474 | $35,917 | $39,779.45 | $3,862.45 | 10.75% |
Angela Pompian Sunpointe, LLC | 49,825 | $3.34M | $4.2M | $860,425.66 | 25.77% |
Jim Cullen Midwestern Financial LLC /IA | 123,191 | $8.72M | $10.42M | $1.7M | 19.47% |