| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Heather Scully NWF Advisory Services Inc. | 6,144 | $297,044.07 | $340,193.28 | $43,149.21 | 14.53% |
Cathy Pareto Cathy Pareto & Associates Inc. | 85,601 | $4.04M | $4.77M | $736,632.72 | 18.25% |
Jason D. Finley Finley Financial LLC | 6,580 | $295,639 | $365,519 | $69,880 | 23.64% |
Elizabeth Arce Sovran Advisors LLC | 6,092 | $337,318.78 | $337,314.04 | -$4.74 | - |
Crux Wealth Advisors Crux Wealth Advisors | 9,517 | $518,869.45 | $526,956.29 | $8,086.84 | 1.56% |
| GJM Gabriel J. Markiz Portland Financial Advisors Inc. | 11,131 | $487,211.48 | $617,396.5 | $130,185.02 | 26.72% |
| DN Daniel Newman Noble Wealth Management PBC | 300 | $13,116.19 | $16,617 | $3,500.81 | 26.69% |
| FG Fabian Guerra Guerra Advisors Inc. | 3,310 | $166,823 | $183,556.05 | $16,733.05 | 10.03% |
Bernard Wealth Management Corp Bernard Wealth Management Corp | 3,043 | $136,564.93 | $168,490.91 | $31,925.98 | 23.38% |
Cura Wealth Advisors LLC Cura Wealth Advisors LLC | 5,982 | $261,533 | $331,223.34 | $69,690.34 | 26.65% |
Kevin Serrapede Capstone Wealth Management Group LLC | 8,012 | $351,218.94 | $443,624.44 | $92,405.5 | 26.31% |
Chancellor Financial Group WB LP Chancellor Financial Group WB LP | 4,879 | $213,348.44 | $270,150.23 | $56,801.79 | 26.62% |
Provenance Wealth Advisors LLC Provenance Wealth Advisors LLC | 314 | $12,403 | $17,386.18 | $4,983.18 | 40.18% |