| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Elizabeth Arce Sovran Advisors LLC | 7,786 | $273,702.97 | $322,807.56 | $49,104.59 | 17.94% |
Archer Investment Management LLC Archer Investment Management LLC | 11,321 | $325,141.45 | $469,029.03 | $143,887.58 | 44.25% |
| WBC William Bradley Clayton Sagespring Wealth Partners LLC | 148,915 | $4.84M | $6.18M | $1.33M | 27.51% |
| JH Julie Hazzard 10Elms LLP | 2,503 | $77,105.36 | $103,649.23 | $26,543.87 | 34.43% |
Barnes Wealth Management Group Inc. Barnes Wealth Management Group Inc. | 22,320 | $802,105.71 | $933,087.6 | $130,981.89 | 16.33% |
Juho-Tuomas Appel Obsido Oy | 308,413 | $9.32M | $12.78M | $3.46M | 37.07% |
Horan Wealth LLC Horan Wealth LLC | 13,264 | $465,185.9 | $553,970.96 | $88,785.06 | 19.09% |
Harbor Asset Planning Inc. Harbor Asset Planning Inc. | 887 | $36,337 | $36,806.06 | $469.06 | 1.29% |
Sarah H. Schmidt Summit Wealth Group LLC / CO | 12,894 | $486,773.94 | $535,552.29 | $48,778.35 | 10.02% |
Stonebridge Wealth Management LLC Stonebridge Wealth Management LLC | 57,869 | $1.98M | $2.4M | $418,507.46 | 21.12% |