| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Michael Byun SageView Advisory Group LLC | 1,023 | $12,589 | $13,933.26 | $1,344.26 | 10.68% |
| SMK Solomon M. Kilgroe Cyndeo Wealth Partners LLC | 20,323 | $187,563.94 | $277,612.18 | $90,048.24 | 48.01% |
| ST Steven Trigili Garden State Investment Advisory Services LLC | 12,800 | $159,744 | $175,168 | $15,424 | 9.66% |
Courtney Holt Compound Planning, Inc. | 82,183 | $1.02M | $1.13M | $108,764.73 | 10.65% |
Christopher C. Powers Farther Finance Advisors, LLC | 4,253 | $49,717.56 | $57,287.91 | $7,570.35 | 15.23% |
Greykasell Wealth Strategies Inc. Greykasell Wealth Strategies Inc. | 1,250 | $15,163 | $17,175 | $2,012 | 13.27% |
Heather Scully NWF Advisory Services Inc. | 23,900 | $255,962 | $327,430 | $71,468 | 27.92% |