| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| EW Enzi Wealth Enzi Wealth | 585,334 | $17.18M | $17.6M | $422,967.86 | 2.46% |
Penny A. Phillips Journey Strategic Wealth LLC | 901,723 | $26.42M | $27.11M | $687,899.55 | 2.6% |
Steven Trigili Garden State Investment Advisory Services LLC | 536,197 | $15.73M | $16.15M | $418,393.88 | 2.66% |
Christopher C. Powers Farther Finance Advisors, LLC | 32,325 | $969,749 | $971,689.5 | $1,940.5 | 0.2% |