| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Sarah H. Schmidt Summit Wealth Group LLC / CO | 20,545 | $3.89M | $4.29M | $402,706.91 | 10.35% |
Provenance Wealth Advisors LLC Provenance Wealth Advisors LLC | 81 | $12,863.56 | $16,912.8 | $4,049.24 | 31.48% |
Brent Garcia Broadwater Capital Management LLC | 15 | $2,330 | $3,165.6 | $835.6 | 35.86% |
Bonnie Courtney Cambridge Financial Group LLC | 1,100 | $193,829.83 | $232,430 | $38,600.17 | 19.91% |
Basepoint Wealth LLC Basepoint Wealth LLC | 758 | $137,494.7 | $158,331.04 | $20,836.34 | 15.15% |
Invested Advisors Invested Advisors | 2,361 | $429,127.3 | $498,879.3 | $69,752 | 16.25% |
Darrell T. Roberts American Wealth Advisors LLC | 3,403 | $601,928.21 | $710,342.22 | $108,414.01 | 18.01% |
Kerr Financial Planning Corp Kerr Financial Planning Corp | 39 | $6,786 | $8,133.45 | $1,347.45 | 19.86% |
Steve Erken Maxele Advisors LLC | 5,434 | $913,399.37 | $1.14M | $227,849.31 | 24.95% |