| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Kurt Van Dyken Lifeworks Advisors LLC | 8,326 | $281,735.19 | $294,640.49 | $12,905.3 | 4.58% |
Scott Ungar BlackDiamond Wealth Management LLC | 37,446 | $1.03M | $1.33M | $295,168.91 | 28.58% |
William Jollie Quent Capital LLC | 713 | $23,266.62 | $25,184.59 | $1,917.97 | 8.24% |
| SCL Sykon Capital LLC SYKON CAPITAL LLC | 8,424 | $272,802.51 | $297,899.6 | $25,097.09 | 9.2% |
| MG Melissa Glennie Capital Management Associates, Inc | 116,288 | $3.78M | $3.95M | $173,660.62 | 4.6% |
Kerri Hicken FULLCIRCLE WEALTH LLC | 64,802 | $2.08M | $2.2M | $123,383.76 | 5.93% |
Carmen McClennon WR Wealth Planners, LLC | 12,860 | $404,350.48 | $437,059.96 | $32,709.48 | 8.09% |
Eric Schmid Ted Buchan & Co | 148,384 | $4.8M | $5.04M | $246,481.29 | 5.14% |
Freedom Financial Partners LLC Freedom Financial Partners LLC | 130,791 | $4.3M | $4.45M | $145,972.93 | 3.4% |
Tyler Rudek Heritage Wealth Architects Inc. | 437,177 | $14.47M | $14.86M | $389,976.24 | 2.7% |