| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
John Ritter Ritter Daniher Financial Advisory LLC / DE | 87 | $4,877.19 | $5,169.54 | $292.35 | 5.99% |
Jill Batley Gateway Wealth Partners LLC | 4,094 | $224,582 | $245,230.6 | $20,648.6 | 9.19% |
Christopher C. Powers Farther Finance Advisors, LLC | 359 | $20,486.05 | $21,338.96 | $852.91 | 4.16% |
| GPW Gentry Private Wealth LLC GENTRY PRIVATE WEALTH, LLC | 5,465 | $311,860 | $326,643.05 | $14,783.05 | 4.74% |
| EFL Envision Financial LLC Envision Financial LLC | 8,790 | $480,516.72 | $524,719.05 | $44,202.33 | 9.2% |
| WR Wesley Reed Blue Rock Wealth Management LLC | 93,934 | $5.11M | $5.57M | $459,727.94 | 8.99% |
| AWA AGH Wealth Advisors LLC AGH Wealth Advisors LLC | 4,349 | $243,110.91 | $258,548.05 | $15,437.14 | 6.35% |
| HIW Holos Integrated Wealth LLC Holos Integrated Wealth LLC | 26 | $1,432 | $1,551.94 | $119.94 | 8.38% |