| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Jeff Ameen Spire Wealth Management | 23,570 | $670,805.32 | $692,250.9 | $21,445.58 | 3.2% |
| RS Richard Slavik Newbridge Financial Services Group Inc. | 20,534 | $577,013.32 | $604,315.62 | $27,302.3 | 4.73% |
| WL William Liberti Wealth Effects LLC | 51,370 | $1.45M | $1.52M | $62,877.9 | 4.33% |
| GC Gregory Clinton KRAEMATON INVESTMENT ADVISORS Inc. | 35,180 | $1M | $1.04M | $36,230.15 | 3.61% |
| BFG Bleakley Financial Group LLC Bleakley Financial Group LLC | 183,026 | $5.24M | $5.4M | $157,524.58 | 3% |
| PIL PFG Investments LLC PFG Investments LLC | 12,300 | $333,699 | $361,989 | $28,290 | 8.48% |
Christopher C. Powers Farther Finance Advisors, LLC | 205 | $5,588 | $5,986 | $398 | 7.12% |
Courtney Haddad Concurrent Investment Advisors, LLC | 236,282 | $6.77M | $6.96M | $187,325.77 | 2.77% |
Amir Har-El Savvy Advisors, Inc. | 19,921 | $567,452.41 | $586,673.45 | $19,221.04 | 3.39% |
Chad Warrick Summit Wealth Partners, LLC | 17,345 | $492,114.88 | $508,815.57 | $16,700.69 | 3.39% |
Heather LeVar Roxbury Financial LLC | 1,706 | $48,544.82 | $50,019.92 | $1,475.1 | 3.04% |