| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| MJD Matthew J. Darcy Seneca Financial Advisors LLC | 6,061 | $869,650.42 | $1.45M | $580,837.8 | 66.79% |
| BFS Beacon Financial Strategies Corp Beacon Financial Strategies Corp | 2,405 | $381,866.06 | $575,540.55 | $193,686.52 | 50.72% |
| BG Brent Garcia Broadwater Capital Management LLC | 26 | $4,297 | $6,222.06 | $1,925.19 | 44.8% |
| BC Bonnie Courtney Cambridge Financial Group LLC | 6,955 | $1.27M | $1.66M | $394,934.28 | 31.11% |
| UFP United Financial Planning Group LLC United Financial Planning Group LLC | 1,757 | $369,567 | $420,467.67 | $50,909.46 | 13.77% |
| IA Invested Advisors Invested Advisors | 14,934 | $2.9M | $3.57M | $671,859.96 | 23.15% |
| BML Berman McAleer LLC Berman McAleer LLC | 68,311 | $13.91M | $16.35M | $2.44M | 17.55% |
| KFP Kerr Financial Planning Corp Kerr Financial Planning Corp | 787 | $161,336.68 | $188,336.97 | $27,004.22 | 16.74% |
| SE Steve Erken Maxele Advisors LLC | 7,429 | $1.25M | $1.78M | $526,602.54 | 42.08% |