| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| DWM Diversify Wealth Management LLC DIVERSIFY WEALTH MANAGEMENT, LLC | 8,256 | $302,335.06 | $305,760.96 | $3,425.9 | 1.13% |
Christopher J. McKinley Cornerstone Advisors Asset Management LLC | 52,681 | $1.46M | $1.96M | $498,471.58 | 34.06% |
Freedom Financial Partners LLC Freedom Financial Partners LLC | 341,729 | $9.55M | $12.66M | $3.11M | 32.59% |
| DRL Dean R. Larabee III RFG - Bristol Wealth Advisors LLC | 287,919 | $9.14M | $10.74M | $1.61M | 17.56% |
| CB Chris Benson L.K. Benson & Company P.C. | 9,021 | $244,504.83 | $334,318.26 | $89,813.43 | 36.73% |
| RM Rich Mowrer Brookwood Investment Group LLC | 6,016 | $217,166.9 | $224,216.32 | $7,049.42 | 3.25% |
| AS Aryn Sands GK Wealth Management LLC | 60 | $2,171 | $2,237.4 | $66.4 | 3.06% |
Horan Wealth LLC Horan Wealth LLC | 47,623 | $1.48M | $1.78M | $293,807.33 | 19.82% |