| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Courtney Haddad Concurrent Investment Advisors, LLC | 117,021 | $2.27M | $2.54M | $261,614.31 | 11.5% |
Joseph C. Gissy Tactive Advisors, LLC | 26,055 | $516,620.54 | $564,611.85 | $47,991.31 | 9.29% |
Phillip G. Trueblood Trueblood Wealth Management, LLC | 63,048 | $1.31M | $1.37M | $55,293.56 | 4.22% |
| SAM Smartleaf Asset Management LLC Smartleaf Asset Management LLC | 580 | $11,211 | $12,939.8 | $1,728.8 | 15.42% |
| AIM Advyzon Investment Management LLC Advyzon Investment Management, LLC | 21,336 | $437,821.33 | $477,926.4 | $40,105.07 | 9.16% |
Marshall Investment Management LLC MARSHALL INVESTMENT MANAGEMENT, LLC | 48,621 | $1.03M | $1.09M | $56,811.37 | 5.5% |
Nathan Edwards IMG Wealth Management, Inc. | 20,928 | $440,983.16 | $465,020.16 | $24,037 | 5.45% |
Heather Scully NWF Advisory Services Inc. | 11,200 | $230,826 | $242,704 | $11,878 | 5.15% |
| RFL Rossby Financial LLC Rossby Financial LLC | 969 | $19,496 | $20,998.23 | $1,502.23 | 7.71% |
William F. Blake PMG Family Office LLC | 47,665 | $974,421.5 | $1.03M | $58,479.05 | 6% |