| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
TradeWell Securities LLC TradeWell Securities LLC | 7,283 | $1.17M | $1.3M | $126,114.62 | 10.79% |
Integrity Investment Advisors LLC Integrity Investment Advisors LLC | 7,704 | $1.19M | $1.37M | $183,324.52 | 15.45% |
David R. Hess Wealth Management Associates Inc. | 1,856 | $303,604 | $330,089.62 | $26,485.62 | 8.72% |
Nicole Reese WPG Advisers LLC | 29,648 | $4.79M | $5.27M | $484,460.39 | 10.12% |
Forefront Wealth Partners LLC Forefront Wealth Partners LLC | 13,378 | $1.7M | $2.38M | $682,660.72 | 40.24% |
Benjamin S. Smith Smith Asset Management Co LLC | 4,654 | $892,405 | $827,713.95 | -$64,691.05 | -7.25% |
| AS Aryn Sands GK Wealth Management LLC | 5,263 | $1.01M | $936,024.6 | -$73,096.4 | -7.24% |
Sarah H. Schmidt Summit Wealth Group LLC / CO | 3,410 | $522,062.37 | $606,468.53 | $84,406.16 | 16.17% |
Michael Behner Nautilus Advisors LLC | 1,500 | $208,530 | $266,775.01 | $58,245.01 | 27.93% |
Todd Arthur Gomes Sonoma Allocations LLC | 6,544 | $1.19M | $1.16M | -$29,941.6 | -2.51% |