| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| SN Stephanie Nee HARBOR CAPITAL ADVISORS Inc. | 23,616 | $1.07M | $1.35M | $278,900.14 | 26.04% |
| AB Anthony Bruccoleri Equitable Holdings Inc. | 6,262 | $115,467.6 | $389,621.64 | $274,154.04 | 237.43% |
Keith Dubauskas One Plus One Wealth Management LLC | 32,410 | $1.85M | $2.09M | $242,496.8 | 13.12% |
Sima Elimelech Activest Wealth Management | 4 | $243.88 | $258.68 | $14.8 | 6.07% |
Christopher C. Powers Farther Finance Advisors, LLC | 4,274 | $207,544.09 | $246,461.92 | $38,917.83 | 18.75% |
Michael Bailey MGB Wealth Management, LLC | 408 | $21,158.65 | $23,529.36 | $2,370.71 | 11.2% |
Roseann Higgins PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC | 10,897 | $643,999.67 | $628,429.99 | -$15,569.68 | -2.42% |
RPS Advisory Solutions LLC RPS ADVISORY SOLUTIONS LLC | 3,961 | $241,183.09 | $237,541.17 | -$3,641.92 | -1.51% |
| CWM Copia Wealth Management Copia Wealth Management | 620 | $32,421.56 | $39,897 | $7,475.44 | 23.06% |