| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
John Ritter Ritter Daniher Financial Advisory LLC / DE | 356 | $7,493.8 | $7,917.44 | $423.64 | 5.65% |
Andrew Agosta Prosperity Financial Group, Inc. | 12,140 | $197,225.58 | $271,146.9 | $73,921.32 | 37.48% |
Proactive Wealth Strategies LLC Proactive Wealth Strategies LLC | 60,830 | $1.18M | $1.35M | $163,024.4 | 13.76% |
Keystone Financial Services LLC Keystone Financial Services LLC | 60,275 | $1.1M | $1.31M | $214,902.33 | 19.62% |
| RN Ron New Whipplewood Advisors LLC | 49,827 | $967,576.11 | $1.1M | $133,849.72 | 13.83% |
| RM Rich Mowrer Brookwood Investment Group LLC | 300,924 | $5.46M | $6.64M | $1.19M | 21.76% |