| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Alan Gilmore Private Wealth Management Group, LLC | 1,253 | $62,743 | $74,207.67 | $11,464.67 | 18.27% |
Scott K Sprinkle Sprinkle Financial Consultants LLC | 179,745 | $8.43M | $10.65M | $2.21M | 26.22% |
Jennifer Lutz Trademark Financial Management, LLC | 5,060 | $274,632.18 | $299,673.44 | $25,041.26 | 9.12% |
| AIM Advyzon Investment Management LLC Advyzon Investment Management, LLC | 33,839 | $1.72M | $2.07M | $353,829.04 | 20.58% |
Keystone Financial Services LLC Keystone Financial Services LLC | 161,413 | $7.53M | $9.56M | $2.03M | 26.92% |
Centerpoint Advisory Group Centerpoint Advisory Group | 3,384 | $203,595 | $200,414.02 | -$3,180.98 | -1.56% |
| RFL Rossby Financial LLC Rossby Financial LLC | 133 | $5,943.37 | $7,876.79 | $1,933.42 | 32.53% |
Stonehaven Wealth & Tax Solutions LLC Stonehaven Wealth & Tax Solutions LLC | 41,525 | $1.92M | $2.46M | $534,611.93 | 27.78% |
| CTC Caldwell Trust Co Caldwell Trust Co | 1,301 | $65,146 | $77,050.42 | $11,904.42 | 18.27% |