| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Kurt Van Dyken Lifeworks Advisors LLC | 8,326 | $281,735.19 | $284,624.31 | $2,889.12 | 1.03% |
Scott Ungar BlackDiamond Wealth Management LLC | 37,446 | $1.03M | $1.28M | $249,859.25 | 24.2% |
William Jollie Quent Capital LLC | 713 | $23,266.62 | $24,467.24 | $1,200.62 | 5.16% |
| SCL Sykon Capital LLC SYKON CAPITAL LLC | 8,424 | $272,802.51 | $288,901.08 | $16,098.57 | 5.9% |
| MG Melissa Glennie Capital Management Associates, Inc | 116,288 | $3.78M | $4M | $221,222.41 | 5.85% |
Kerri Hicken FULLCIRCLE WEALTH LLC | 64,802 | $2.08M | $2.22M | $137,899.41 | 6.63% |
Carmen McClennon WR Wealth Planners, LLC | 12,860 | $404,350.48 | $439,940.6 | $35,590.12 | 8.8% |
Eric Schmid Ted Buchan & Co | 148,384 | $4.8M | $5.08M | $283,428.91 | 5.91% |
Freedom Financial Partners LLC Freedom Financial Partners LLC | 130,791 | $4.3M | $4.47M | $175,270.11 | 4.08% |
Tyler Rudek Heritage Wealth Architects Inc. | 440,864 | $14.59M | $15.07M | $482,509.41 | 3.31% |