| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| YA Yinka Akinsola Blue Trust Inc. | 112 | $4,459.84 | $4,639.04 | $179.2 | 4.02% |
Jessica Clark Caerus Investment Advisors LLC | 16,880 | $627,429.6 | $699,169.6 | $71,740 | 11.43% |
Caroline Jankowski Operose Advisors LLC | 7,213 | $268,107.21 | $300,601.77 | $32,494.56 | 12.12% |
| LV Leah Vaden Redwood Financial Network Corp. | 14,286 | $408,188.14 | $595,380.48 | $187,192.34 | 45.86% |
MICHAEL DE LUZ Williams & Novak, LLC | 72,500 | $2.36M | $3M | $638,706.35 | 27.02% |
Derek Ripp Austin Wealth Management, LLC | 208,639 | $6.09M | $8.64M | $2.55M | 41.83% |
Steven JE Manders BKM Wealth Management, LLC | 26,947 | $832,326.36 | $1.12M | $283,818.38 | 34.1% |
| EWA EQ Wealth Advisors LLC EQ Wealth Advisors LLC | 9,446 | $328,057.59 | $389,689.06 | $61,631.47 | 18.79% |
Elizabeth Arce Sovran Advisors LLC | 19,671 | $714,814.48 | $811,515.3 | $96,700.82 | 13.53% |
| JS Jeffrey Socha Entrewealth LLC | 64,194 | $2.02M | $2.65M | $632,525.58 | 31.38% |
| IAL IFC Advisors LLC IFC Advisors LLC | 166,028 | $5.02M | $6.85M | $1.83M | 36.55% |
| JMF Jeremy Morris Finger Riverbend Wealth Management LLC | 13,992 | $474,368.64 | $577,231.56 | $102,862.92 | 21.68% |
| RCM Riggs Capital Management LLC Riggs Capital Management LLC | 52,190 | $1.54M | $2.15M | $611,376.14 | 39.66% |