| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
AssuredPartners Investment Advisors LLC AssuredPartners Investment Advisors LLC | 247,373 | $10.2M | $12.58M | $2.38M | 23.29% |
| JMF Jeremy Morris Finger Riverbend Wealth Management LLC | 29,727 | $1.23M | $1.51M | $280,923.07 | 22.82% |
| AH Allen Hamilton Liberty Square Wealth Partners LLC | 317,635 | $14.04M | $16.12M | $2.09M | 14.87% |
| ECC Elizabeth C. Carr CLG LLC | 7,221 | $283,584.83 | $368,776.47 | $85,191.64 | 30.04% |
Linda M. Cash Hicks Capital Management LLC | 30,409 | $1.34M | $1.55M | $209,234.41 | 15.62% |
| MWM Mascagni Wealth Management Inc. Mascagni Wealth Management Inc. | 27,827 | $1.23M | $1.42M | $186,009.86 | 15.11% |
Fortitude Financial LLC Fortitude Financial LLC | 79,495 | $3.51M | $4.05M | $540,565.58 | 15.41% |
Presper Financial Architects LLC Presper Financial Architects LLC | 246,864 | $10.99M | $12.57M | $1.58M | 14.4% |