| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Michael G. Hansen IAMS WEALTH MANAGEMENT, LLC | 17,819 | $861,303.04 | $894,335.61 | $33,032.57 | 3.84% |
Courtney Haddad Concurrent Investment Advisors, LLC | 34,025 | $1.62M | $1.71M | $83,664.64 | 5.15% |
Signal Advisors Wealth LLC Signal Advisors Wealth, LLC | 5,468 | $259,205.05 | $274,438.92 | $15,233.87 | 5.88% |
| TWP Triad Wealth Partners LLC Triad Wealth Partners, LLC | 4,298 | $202,220.73 | $215,481.09 | $13,260.36 | 6.56% |
Jessica Vickery BlueChip Wealth Advisors LLC | 8,430 | $403,147.16 | $423,101.7 | $19,954.54 | 4.95% |
Matthew Richmond Richmond Investment Services, LLC | 4,206 | $190,258.74 | $211,099.14 | $20,840.4 | 10.95% |
Samira Kadam Synergy Investment Management LLC | 3,192 | $155,216.77 | $161,930.16 | $6,713.39 | 4.33% |
| RFL Rossby Financial LLC Rossby Financial LLC | 4,476 | $214,036.53 | $224,650.44 | $10,613.91 | 4.96% |
Ameriflex Group Inc. Ameriflex Group Inc. | 63 | $3,068.1 | $3,195.99 | $127.89 | 4.17% |