| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Millstone Evans Group LLC Millstone Evans Group LLC | 875 | $59,465 | $78,701.87 | $19,236.87 | 32.35% |
Christopher J. McKinley Cornerstone Advisors Asset Management LLC | 41,041 | $2.97M | $3.69M | $718,422.74 | 24.16% |
Heck Capital Advisors LLC Heck Capital Advisors LLC | 22,015 | $1.65M | $1.99M | $333,914.73 | 20.22% |
| SK Samira Kadam Synergy Investment Management LLC | 1,731 | $145,033 | $155,885.2 | $10,852.2 | 7.48% |
ADG Wealth Management Group LLC ADG Wealth Management Group LLC | 62,883 | $4.37M | $5.66M | $1.29M | 29.64% |
| LIL LifeGoal Investments LLC LifeGoal Investments LLC | 28,861 | $2.23M | $2.6M | $373,972.11 | 16.81% |
| OFG Opulen Financial Group LLC Opulen Financial Group LLC | 5,133 | $350,826.81 | $462,200.98 | $111,374.17 | 31.75% |
| WBC William Bradley Clayton Sagespring Wealth Partners LLC | 7,295 | $611,066 | $657,826.62 | $46,760.62 | 7.65% |
Birchbrook Inc. Birchbrook Inc. | 49 | $4,123.63 | $4,411.96 | $288.33 | 6.99% |