| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Christopher C. Powers Farther Finance Advisors, LLC | 14,392 | $586,605.65 | $655,267.76 | $68,662.11 | 11.7% |
Curtis Burkholder Bare Financial Services, Inc | 27,551 | $992,111.51 | $1.27M | $280,744.69 | 28.3% |
Focus Financial Network Inc. Focus Financial Network, Inc. | 10,698 | $528,346.7 | $487,133.43 | -$41,213.27 | -7.8% |
| FWP Family Wealth Partners LLC FAMILY WEALTH PARTNERS, LLC | 23,465 | $944,328.52 | $1.08M | $136,234.73 | 14.43% |
Douglas E. Morisoli Fairman Group, LLC | 2,551 | $88,990.27 | $116,861.31 | $27,871.04 | 31.32% |
Fred Littlejohn LITTLEJOHN FINANCIAL SERVICES, INC. | 5,993 | $299,632 | $275,228.52 | -$24,403.48 | -8.14% |
Lifewealth Investments LLC LifeWealth Investments, LLC | 4,412 | $220,587 | $204,760.92 | -$15,826.08 | -7.17% |
| DN Daniel Newman Noble Wealth Management PBC | 300 | $11,256 | $13,675.5 | $2,419.5 | 21.5% |
Jared Calvert Christian Investment Advisors Inc. | 336,477 | $12.39M | $15.33M | $2.94M | 23.69% |
Steven T. Cox Providence Financial Advisors LLC | 16,694 | $676,242.45 | $766,755.42 | $90,512.97 | 13.38% |