| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Cynthia Schlanger Ashton Thomas Private Wealth, LLC | 13,184 | $951,502.39 | $1.22M | $269,731.53 | 28.35% |
Craig Small Symphony Financial Services, Inc. | 64,552 | $5.44M | $5.98M | $541,245 | 9.95% |
| EJK Edward J. King Graney & King LLC | 5,296 | $397,565.24 | $512,263.54 | $114,698.3 | 28.85% |
Nova Wealth Management Inc. Nova Wealth Management Inc. | 18,745 | $1.52M | $1.74M | $212,898.12 | 13.97% |
AssuredPartners Investment Advisors LLC AssuredPartners Investment Advisors LLC | 22,054 | $1.77M | $2.13M | $360,861.59 | 20.36% |
| WR Wesley Reed Blue Rock Wealth Management LLC | 65,881 | $5.16M | $6.1M | $939,639.5 | 18.2% |
| AH Allen Hamilton Liberty Square Wealth Partners LLC | 2,559 | $198,776.92 | $247,523.11 | $48,746.19 | 24.52% |
| SWM Stonebridge Wealth Management LLC Stonebridge Wealth Management LLC | 15,109 | $1.23M | $1.4M | $167,409.08 | 13.59% |