| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Christopher C. Powers Farther Finance Advisors, LLC | 348 | $46,874 | $49,976.28 | $3,102.28 | 6.62% |
Marilou Davido WFA Asset Management Corp | 3,408 | $385,066.36 | $500,141.04 | $115,074.68 | 29.88% |
Janice M. Powell Diversify Advisory Services, LLC | 4,292 | $636,084 | $625,194.18 | -$10,889.82 | -1.71% |
| DWM Diversify Wealth Management LLC DIVERSIFY WEALTH MANAGEMENT, LLC | 4,292 | $592,978.06 | $625,108.34 | $32,130.28 | 5.42% |
Proactive Wealth Strategies LLC Proactive Wealth Strategies LLC | 23,042 | $3.04M | $3.38M | $341,350.09 | 11.24% |
Smart Wealth LLC Smart Wealth LLC | 3,747 | $500,060.43 | $549,403.87 | $49,343.44 | 9.87% |
Keystone Financial Services LLC Keystone Financial Services LLC | 1,833 | $238,981.61 | $267,077.26 | $28,095.65 | 11.76% |
| MP Megan Parrish Berkeley Inc. | 53,132 | $6.49M | $7.74M | $1.25M | 19.26% |
Mike Silane 21 West Wealth Management LLC | 11,256 | $1.46M | $1.64M | $184,968.02 | 12.71% |
| AS Aryn Sands GK Wealth Management LLC | 10 | $1,445 | $1,432.8 | -$12.2 | -0.84% |
Adam Scott Argyle Capital Partners LLC | 2,650 | $338,135.89 | $388,304.5 | $50,168.61 | 14.84% |