| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| AAI ABN AMRO Investment Solutions ABN AMRO Investment Solutions | 131,346 | $25.61M | $27.86M | $2.25M | 8.79% |
Landon Marsh Scott Marsh Financial LLC | 7,390 | $1.2M | $1.57M | $368,298.6 | 30.71% |
| GWM Gibbs Wealth Management Gibbs Wealth Management | 3,699 | $634,749.86 | $784,705.86 | $149,956 | 23.62% |
Provenance Wealth Advisors LLC Provenance Wealth Advisors LLC | 8 | $1,733 | $1,697.12 | -$35.88 | -2.07% |
Brent Garcia Broadwater Capital Management LLC | 80 | $16,213.04 | $16,971.2 | $758.16 | 4.68% |
| BWL Basepoint Wealth LLC Basepoint Wealth LLC | 4 | $631 | $850.2 | $219.2 | 34.74% |
Jon Borer Capitolis Liquid Global Markets LLC | 118,000 | $25.56M | $25.08M | -$477,900 | -1.87% |
Kerr Financial Planning Corp Kerr Financial Planning Corp | 98 | $13,851.06 | $20,789.72 | $6,938.66 | 50.09% |