| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Christian Keedy Guardian Wealth Advisors LLC / Nc | 44,141 | $1.13M | $1.25M | $121,383.34 | 10.76% |
Jason Matthews Kfg Wealth Management LLC | 638,818 | $16.32M | $18M | $1.68M | 10.3% |
| SMK Solomon M. Kilgroe Cyndeo Wealth Partners LLC | 10,000 | $250,600 | $281,800 | $31,200 | 12.45% |
| KH Kristine Harrell Uniting Wealth Partners LLC | 511,229 | $12.82M | $14.49M | $1.66M | 12.98% |