| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Curtis Harrell Tounjian Advisory Partners LLC | 500 | $27,885 | $25,867.5 | -$2,017.5 | -7.24% |
| NRI NFP Retirement Inc. NFP Retirement Inc. | 355,967 | $12.66M | $18.49M | $5.83M | 46.07% |
Jason Lina Golden Bell Financial Planning LLC | 14,205 | $591,069.66 | $733,830.3 | $142,760.64 | 24.15% |
| EWA EQ Wealth Advisors LLC EQ Wealth Advisors LLC | 41,686 | $1.73M | $2.18M | $446,443.6 | 25.74% |
| RN Ron New Whipplewood Advisors LLC | 26,292 | $1.07M | $1.36M | $291,841.09 | 27.29% |
| KD Keith Diamond Prudent Man Investment Management Inc. | 10 | $417 | $524.55 | $107.55 | 25.79% |
| IAL Intellus Advisors LLC Intellus Advisors LLC | 5,165 | $210,061 | $272,195.5 | $62,134.5 | 29.58% |
Clark Asset Management LLC Clark Asset Management LLC | 4,370 | $243,715 | $227,043.35 | -$16,671.65 | -6.84% |
Harbor Asset Planning Inc. Harbor Asset Planning Inc. | 1,602 | $65,278.51 | $83,039.67 | $17,761.16 | 27.21% |