| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
D. Garet Strange Hobbs Group Advisors, LLC | 4,170 | $222,175.33 | $261,104.55 | $38,929.22 | 17.52% |
Craig Small Symphony Financial Services, Inc. | 5,537 | $286,647.52 | $345,287.32 | $58,639.8 | 20.46% |
Bryan Gort Quest 10 Wealth Builders, Inc. | 123 | $6,533.64 | $7,649.98 | $1,116.34 | 17.09% |
Elizabeth Arce Sovran Advisors LLC | 3,621 | $203,355 | $225,475.32 | $22,120.32 | 10.88% |
Camaron Barta BXM Wealth LLC | 19,400 | $1.12M | $1.21M | $94,723 | 8.46% |
| FDW Fourth Dimension Wealth LLC Fourth Dimension Wealth LLC | 1,150 | $61,088 | $71,696.75 | $10,608.75 | 17.37% |
Kevin Serrapede Capstone Wealth Management Group LLC | 5,130 | $276,866 | $319,547.7 | $42,681.7 | 15.42% |
| AS Aryn Sands GK Wealth Management LLC | 51 | $3,032 | $3,130.89 | $98.89 | 3.26% |
Caldwell Trust Co Caldwell Trust Co | 28,797 | $1.16M | $1.79M | $630,222.16 | 54.24% |
Kerr Financial Planning Corp Kerr Financial Planning Corp | 8,420 | $474,345.71 | $523,934.5 | $49,588.79 | 10.45% |