| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Christian Keedy Guardian Wealth Advisors LLC / Nc | 44,141 | $1.13M | $1.21M | $80,778.03 | 7.16% |
Jason Matthews Kfg Wealth Management LLC | 614,380 | $15.64M | $16.83M | $1.19M | 7.61% |
| SMK Solomon M. Kilgroe Cyndeo Wealth Partners LLC | 10,000 | $250,600 | $273,900 | $23,300 | 9.3% |
| KH Kristine Harrell Uniting Wealth Partners LLC | 505,249 | $12.66M | $13.78M | $1.12M | 8.82% |