| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
D. Garet Strange Hobbs Group Advisors, LLC | 4,170 | $222,175.33 | $257,914.5 | $35,739.17 | 16.09% |
Craig Small Symphony Financial Services, Inc. | 5,537 | $286,647.52 | $337,424.78 | $50,777.26 | 17.71% |
Bryan Gort Quest 10 Wealth Builders, Inc. | 123 | $6,533.64 | $7,495.62 | $961.98 | 14.72% |
Elizabeth Arce Sovran Advisors LLC | 3,621 | $203,355 | $220,663.74 | $17,308.74 | 8.51% |
Camaron Barta BXM Wealth LLC | 19,400 | $1.12M | $1.18M | $62,228 | 5.56% |
| KD Keith Dwyer LeClair Wealth Partners LLC | 5,183 | $288,560 | $315,852.02 | $27,292.02 | 9.46% |
| FDW Fourth Dimension Wealth LLC Fourth Dimension Wealth LLC | 1,150 | $61,088 | $70,081 | $8,993 | 14.72% |
Kevin Serrapede Capstone Wealth Management Group LLC | 5,130 | $276,866 | $312,622.2 | $35,756.2 | 12.91% |
| CTC Caldwell Trust Co Caldwell Trust Co | 29,157 | $1.18M | $1.78M | $600,342.45 | 51.03% |
Kerr Financial Planning Corp Kerr Financial Planning Corp | 8,420 | $474,345.71 | $513,114.8 | $38,769.09 | 8.17% |