| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Christopher J. McKinley Cornerstone Advisors Asset Management LLC | 52,681 | $1.46M | $1.94M | $473,448.11 | 32.35% |
Freedom Financial Partners LLC Freedom Financial Partners LLC | 341,729 | $9.55M | $12.29M | $2.74M | 28.74% |
| DRL Dean R. Larabee III RFG - Bristol Wealth Advisors LLC | 272,638 | $8.59M | $9.83M | $1.25M | 14.51% |
| CB Chris Benson L.K. Benson & Company P.C. | 9,021 | $244,504.83 | $325,297.27 | $80,792.44 | 33.04% |
| RM Rich Mowrer Brookwood Investment Group LLC | 6,016 | $217,166.9 | $216,936.97 | -$229.93 | -0.11% |
Horan Wealth LLC Horan Wealth LLC | 47,623 | $1.48M | $1.73M | $247,613.02 | 16.71% |