| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| BG Becki Goebel TCP Asset Management LLC | 225,531 | $10.8M | $11.68M | $886,752.68 | 8.21% |
Jill Batley Gateway Wealth Partners LLC | 8,923 | $451,680.11 | $463,237.54 | $11,557.43 | 2.56% |
Vincent Incerto LaSalle St. Investment Advisors LLC | 13,576 | $645,026.64 | $705,341.08 | $60,314.44 | 9.35% |
Christopher C. Powers Farther Finance Advisors, LLC | 203 | $9,642.5 | $10,649.38 | $1,006.88 | 10.44% |
Courtney Haddad Concurrent Investment Advisors, LLC | 33,713 | $1.61M | $1.75M | $136,466.64 | 8.48% |
Signal Advisors Wealth LLC Signal Advisors Wealth, LLC | 6,272 | $304,741.36 | $326,081.28 | $21,339.92 | 7% |
| TWP Triad Wealth Partners LLC Triad Wealth Partners, LLC | 4,298 | $202,220.73 | $223,302.59 | $21,081.86 | 10.43% |
Jessica Vickery BlueChip Wealth Advisors LLC | 8,430 | $403,147.16 | $436,041.75 | $32,894.59 | 8.16% |
Matthew Richmond Richmond Investment Services, LLC | 4,206 | $190,258.74 | $217,345.05 | $27,086.31 | 14.24% |
Samira Kadam Synergy Investment Management LLC | 3,192 | $155,216.77 | $165,968.04 | $10,751.27 | 6.93% |
Rossby Financial LLC Rossby Financial LLC | 4,434 | $212,127.64 | $230,257.62 | $18,129.98 | 8.55% |
Ameriflex Group Inc. Ameriflex Group Inc. | 63 | $3,068.1 | $3,271.59 | $203.49 | 6.63% |