| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| AAI ABN AMRO Investment Solutions ABN AMRO Investment Solutions | 47,817 | $4.87M | $7.74M | $2.87M | 58.95% |
Sarah H. Schmidt Summit Wealth Group LLC / CO | 1,596 | $245,178 | $258,472.2 | $13,294.2 | 5.42% |
Provenance Wealth Advisors LLC Provenance Wealth Advisors LLC | 1,016 | $71,546.79 | $164,541.2 | $92,994.41 | 129.98% |
United Financial Planning Group LLC United Financial Planning Group LLC | 105 | $16,130 | $16,811.55 | $681.55 | 4.23% |
| SWM Steinberganna Wealth Management Steinberganna Wealth Management | 21,805 | $1.83M | $3.53M | $1.7M | 92.76% |
Kerr Financial Planning Corp Kerr Financial Planning Corp | 150 | $23,043 | $24,292.5 | $1,249.5 | 5.42% |