| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Jeffery Yorg Focus Partners Advisor Solutions LLC | 3,858 | $198,957.06 | $213,787.21 | $14,830.15 | 7.45% |
Christopher C. Powers Farther Finance Advisors, LLC | 67,754 | $3.54M | $3.73M | $189,640.48 | 5.36% |
| AK Alisha Kamadia United Community Bank | 2,169 | $111,859 | $119,967.39 | $8,108.39 | 7.25% |
| OWA Oak Wealth Advisors LLC Oak Wealth Advisors LLC | 4,299 | $226,127 | $236,101.08 | $9,974.08 | 4.41% |
Longview Financial Advisors LLC Longview Financial Advisors LLC | 226 | $11,655.49 | $12,424.35 | $768.86 | 6.6% |