| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| DR Donna Rittershausen Koss-Olinger Consulting LLC | 20,128 | $966,165.21 | $1.32M | $351,816.23 | 36.41% |
| GAG Goodman Advisory Group LLC Goodman Advisory Group LLC | 2 | $109.72 | $130.96 | $21.24 | 19.36% |
| DE Dino Efthimiou Delta Wealth Advisors LLC | 4,781 | $253,041.36 | $312,437.87 | $59,396.51 | 23.47% |
Christopher C. Powers Farther Finance Advisors, LLC | 10,962 | $570,373.29 | $714,018.64 | $143,645.35 | 25.18% |
Andrea Butler Sequent Planning LLC | 10,585 | $599,840.05 | $688,448.4 | $88,608.35 | 14.77% |
Robert Santos Arrowroot Family Office, LLC | 15,452 | $626,103.15 | $1M | $378,278.4 | 60.42% |
Cynthia Schlanger Ashton Thomas Private Wealth, LLC | 189 | $11,235 | $12,262.32 | $1,027.32 | 9.14% |
| HAS Hayley A. Snell LRI Investments, LLC | 766 | $39,614 | $50,058.02 | $10,444.02 | 26.36% |
| SK Samira Kadam Synergy Investment Management LLC | 755 | $44,882 | $49,082.47 | $4,200.47 | 9.36% |