| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| SN Stephanie Nee HARBOR CAPITAL ADVISORS Inc. | 18,753 | $863,729.36 | $1.12M | $260,888.05 | 30.2% |
Keith Dubauskas One Plus One Wealth Management LLC | 32,410 | $1.85M | $1.93M | $76,719.65 | 4.15% |
Sima Elimelech Activest Wealth Management | 4 | $243.88 | $234.14 | -$9.74 | -3.99% |
Christopher C. Powers Farther Finance Advisors, LLC | 3,081 | $156,697.69 | $180,346.33 | $23,648.64 | 15.09% |
Michael Bailey MGB Wealth Management, LLC | 408 | $21,158.65 | $24,520.8 | $3,362.15 | 15.89% |
Roseann Higgins PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC | 10,897 | $643,999.67 | $644,938.94 | $939.27 | 0.15% |
RPS Advisory Solutions LLC RPS ADVISORY SOLUTIONS LLC | 3,961 | $241,183.09 | $237,858.05 | -$3,325.04 | -1.38% |
Copia Wealth Management Copia Wealth Management | 646 | $33,850.64 | $38,143.07 | $4,292.43 | 12.68% |