| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| CTC Caldwell Trust Co Caldwell Trust Co | 17 | $2,374 | $2,840.36 | $466.36 | 19.64% |
David W. Young III Clarion Wealth Managment Partners LLC | 8,877 | $1.17M | $1.52M | $350,638.18 | 29.87% |
Sarah H. Schmidt Summit Wealth Group LLC / CO | 55,347 | $8.09M | $9.25M | $1.16M | 14.32% |
Provenance Wealth Advisors LLC Provenance Wealth Advisors LLC | 49 | $5,692.75 | $8,186.92 | $2,494.17 | 43.81% |
Brent Garcia Broadwater Capital Management LLC | 20 | $2,326 | $3,341.6 | $1,015.6 | 43.66% |
| BWL Basepoint Wealth LLC Basepoint Wealth LLC | 683 | $96,368.18 | $116,977.41 | $20,609.23 | 21.39% |
Invested Advisors Invested Advisors | 3,152 | $444,607.96 | $526,636.17 | $82,028.21 | 18.45% |
Darrell T. Roberts American Wealth Advisors LLC | 2,960 | $413,413.64 | $506,959.2 | $93,545.56 | 22.63% |
Kerr Financial Planning Corp Kerr Financial Planning Corp | 51 | $7,010 | $8,521.08 | $1,511.08 | 21.56% |