| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
David W. Young III Clarion Wealth Managment Partners LLC | 4,338 | $317,733.14 | $391,330.98 | $73,597.84 | 23.16% |
Provenance Wealth Advisors LLC Provenance Wealth Advisors LLC | 6,574 | $486,822.85 | $567,533.42 | $80,710.57 | 16.58% |
IFS Group LLC IFS Group LLC | 2,450 | $198,219.7 | $211,508.5 | $13,288.8 | 6.7% |
United Financial Planning Group LLC United Financial Planning Group LLC | 214 | $17,172.86 | $19,349.88 | $2,177.02 | 12.68% |
Fearless Solutions LLC dba Best Invest Fearless Solutions LLC dba Best Invest | 30,842 | $2.12M | $2.66M | $544,299.62 | 25.7% |
Kerr Financial Planning Corp Kerr Financial Planning Corp | 3,072 | $225,761.28 | $265,205.76 | $39,444.48 | 17.47% |
Gassan Kassira Kassira Wealth Management LLC | 16,250 | $1.31M | $1.48M | $167,310 | 12.79% |