| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Christian Keedy Guardian Wealth Advisors LLC / Nc | 120,537 | $3.07M | $3.4M | $327,974.85 | 10.68% |
Jason Matthews Kfg Wealth Management LLC | 708,391 | $18.11M | $19.93M | $1.81M | 10% |
Laurel Steward Mattson Financial Services, LLC | 7,987 | $218,765 | $225,153.53 | $6,388.53 | 2.92% |
Gregory A. Brown Brown Financial Advisors | 12,003 | $326,842 | $338,364.57 | $11,522.57 | 3.53% |
| PWL Paladin Wealth LLC Paladin Wealth LLC | 7,463 | $203,217 | $210,829.75 | $7,612.75 | 3.75% |
| KH Kristine Harrell Uniting Wealth Partners LLC | 375,780 | $9.45M | $10.59M | $1.14M | 12.1% |