| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| JK Jessica Kardos Towle & Co | 7,258 | $263,611 | $284,912.79 | $21,301.79 | 8.08% |
| LJB Laura J. Bornheimer GWN SECURITIES Inc. | 17,920 | $651,438.9 | $695,116.8 | $43,677.9 | 6.7% |
| AWM Accurate Wealth Management LLC Accurate Wealth Management LLC | 48,573 | $1.77M | $1.88M | $109,485 | 6.17% |
Penny Paul Andina Capital Management LLC | 14,068 | $510,950 | $545,697.72 | $34,747.72 | 6.8% |
| RS Rebecca Stapp Stapp Wealth Management, Pllc | 251,732 | $7.43M | $9.76M | $2.34M | 31.48% |
Amber Anderson Aspen Wealth Strategies LLC | 11,743 | $428,029 | $463,026.49 | $34,997.49 | 8.18% |
Courtney Holt Compound Planning, Inc. | 12,409 | $390,573.15 | $481,345.11 | $90,771.96 | 23.24% |
RPS Advisory Solutions LLC RPS ADVISORY SOLUTIONS LLC | 5,881 | $214,362.53 | $230,858.65 | $16,496.12 | 7.7% |