| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Elizabeth Arce Sovran Advisors LLC | 15,752 | $267,045.05 | $276,920.16 | $9,875.11 | 3.7% |
Samira Kadam Synergy Investment Management LLC | 451 | $7,911 | $8,239.77 | $328.77 | 4.16% |
AssuredPartners Investment Advisors LLC AssuredPartners Investment Advisors LLC | 146,160 | $2.57M | $2.64M | $65,256.38 | 2.54% |
MSH Capital Advisors LLC MSH Capital Advisors LLC | 100,447 | $1.95M | $1.81M | -$138,161.44 | -7.09% |
Thomas D'Auria Tandem Investment Partners LLC | 22,365 | $386,824.71 | $393,176.7 | $6,351.99 | 1.64% |
| MAS MPWM Advisory Solutions LLC MPWM Advisory Solutions LLC | 48,773 | $840,641.5 | $886,205.41 | $45,563.91 | 5.42% |
| GSW Good Steward Wealth Advisors LLC Good Steward Wealth Advisors LLC | 600,022 | $10.26M | $10.55M | $291,110.04 | 2.84% |