| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Chancellor Financial Group WB LP Chancellor Financial Group WB LP | 3,749 | $437,736.9 | $599,315.14 | $161,578.24 | 36.91% |
Candy Palugi Claris Financial LLC | 6,826 | $729,318.69 | $1.05M | $316,356.25 | 43.38% |
| BWL Balance Wealth LLC Balance Wealth LLC | 1,617 | $203,631.61 | $247,708.23 | $44,076.62 | 21.65% |
Harbor Asset Planning Inc. Harbor Asset Planning Inc. | 3,164 | $407,532.61 | $484,693.16 | $77,160.55 | 18.93% |
Matthew J. Darcy Seneca Financial Advisors LLC | 1,582 | $266,504 | $242,346.58 | -$24,157.42 | -9.06% |
| SWM Steinberganna Wealth Management Steinberganna Wealth Management | 7,173 | $899,638 | $1.1M | $199,193.87 | 22.14% |