| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Daren Blonski Fermata Advisors LLC | 90,821 | $1.67M | $1.73M | $51,939.32 | 3.1% |
| AWM Accurate Wealth Management LLC Accurate Wealth Management LLC | 13,489 | $225,856.15 | $256,425.89 | $30,569.74 | 13.54% |
| WB William Bromley Innova Wealth Partners | 245,069 | $4.29M | $4.66M | $372,216.35 | 8.68% |
Christopher C. Powers Farther Finance Advisors, LLC | 2,342 | $39,782.88 | $44,521.42 | $4,738.54 | 11.91% |
Jared Machen BWM Planning LLC | 176,004 | $3.05M | $3.35M | $291,807.87 | 9.55% |
WealthTrak Capital Management LLC WealthTrak Capital Management LLC | 100,868 | $1.69M | $1.92M | $229,729.38 | 13.61% |