| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Elizabeth Arce Sovran Advisors LLC | 5,634 | $354,296.12 | $460,579.5 | $106,283.38 | 30% |
| RMB Robert M. Bonine Lifelong Wealth Advisors Inc. | 14,367 | $945,965.35 | $1.19M | $240,605.18 | 25.43% |
Archer Investment Management LLC Archer Investment Management LLC | 65,705 | $4.61M | $5.44M | $828,414.82 | 17.98% |
Jeremy Will Bestgate Wealth Advisors LLC | 9,115 | $744,448 | $752,306.52 | $7,858.52 | 1.06% |
| WBC William Bradley Clayton Sagespring Wealth Partners LLC | 22,907 | $1.49M | $1.87M | $380,007.62 | 25.5% |
Rossby Financial LLC Rossby Financial LLC | 3,020 | $191,580.28 | $249,693.6 | $58,113.32 | 30.33% |
Kilter Group LLC Kilter Group LLC | 388 | $26,229.58 | $32,079.84 | $5,850.26 | 22.3% |