| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Jeff Ameen Spire Wealth Management | 94,789 | $2.85M | $3.04M | $191,473.87 | 6.72% |
| JSA Jim Saulnier & Associates LLC Jim Saulnier & Associates LLC | 93,746 | $2.68M | $3.01M | $327,129.19 | 12.21% |
Tory Parke Three Seasons Wealth LLC | 20,953 | $570,047 | $671,962.71 | $101,915.71 | 17.88% |
| WBC William Bradley Clayton Sagespring Wealth Partners LLC | 6,742 | $202,518 | $216,215.94 | $13,697.94 | 6.76% |
| KD Keith Dwyer LeClair Wealth Partners LLC | 26,957 | $809,799 | $864,510.99 | $54,711.99 | 6.76% |