| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Kenneth R. Wink Summit Financial Consulting LLC | 6,507 | $647,236.1 | $643,347.09 | -$3,889.01 | -0.6% |
Ryan Westerbeck Brian Low Financial Group LLC | 7,240 | $693,469.05 | $712,017.8 | $18,548.75 | 2.67% |
| HIW Holos Integrated Wealth LLC Holos Integrated Wealth LLC | 1,450 | $128,833 | $140,838.5 | $12,005.5 | 9.32% |
Provenance Wealth Advisors LLC Provenance Wealth Advisors LLC | 919 | $72,132.27 | $90,034.43 | $17,902.16 | 24.82% |
Aventus Investment Advisors Inc. Aventus Investment Advisors Inc. | 4,559 | $425,319.37 | $446,645.23 | $21,325.86 | 5.01% |
Kerr Financial Planning Corp Kerr Financial Planning Corp | 196 | $20,473.5 | $19,206.04 | -$1,267.46 | -6.19% |
Steve Erken Maxele Advisors LLC | 5,171 | $462,768.83 | $506,602.87 | $43,834.04 | 9.47% |