| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 62 | $2,640.58 | $2,816.66 | $176.08 | 6.67% |
| CB Catherine Bluvol Next Level Private LLC | 22,312 | $948,968.88 | $1.04M | $87,200.4 | 9.19% |
W. Travis McKinney HB Wealth Management LLC | 322,516 | $11.81M | $14.85M | $3.03M | 25.67% |
Andrew Lewis Genesis Private Wealth LLC | 41,048 | $1.78M | $1.91M | $129,235.47 | 7.27% |
Andrew T. Gardener Tanglewood Legacy Advisors LLC | 21,448 | $785,211.52 | $991,112.08 | $205,900.56 | 26.22% |
Annmarie Young KPP Advisory Services LLC | 207,651 | $8.89M | $9.6M | $713,917.49 | 8.03% |
Thomas Dobbins New Republic Capital, LLC | 59,521 | $2.18M | $2.75M | $573,208 | 26.31% |
Christopher C. Powers Farther Finance Advisors, LLC | 250 | $10,790.83 | $11,357.5 | $566.67 | 5.25% |
| DRL Dean R. Larabee III RFG - Bristol Wealth Advisors LLC | 48,049 | $2.08M | $2.23M | $148,865.3 | 7.15% |