| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Joshua Stipcich Tidemark, LLC | 887 | $93,880.68 | $134,424.85 | $40,544.17 | 43.19% |
Alan Gilmore Private Wealth Management Group, LLC | 900 | $113,814 | $133,722 | $19,908 | 17.49% |
Josephine Lee New Insight Wealth Advisors | 2,255 | $242,228.06 | $335,047.9 | $92,819.84 | 38.32% |
Sherod Bigelow Seros Financial LLC | 1,391 | $178,409.59 | $210,043.23 | $31,633.64 | 17.73% |
Keystone Financial Services LLC Keystone Financial Services LLC | 6,223 | $881,203.07 | $924,613.34 | $43,410.27 | 4.93% |
| FLP Financial Life Planners Financial Life Planners | 178 | $22,906.16 | $26,447.24 | $3,541.08 | 15.46% |
| CMP Craig M. Pesce Marshall & Sterling Wealth Advisors Inc. | 34,972 | $4.1M | $5.2M | $1.1M | 26.86% |
| CWM Copia Wealth Management Copia Wealth Management | 299 | $34,753 | $45,286.78 | $10,533.78 | 30.31% |
| MWM Mascagni Wealth Management Inc. Mascagni Wealth Management Inc. | 1,623 | $237,420 | $241,145.34 | $3,725.34 | 1.57% |
| KMA Kristy Michelle Afraimi BAM Wealth Management LLC | 3,371 | $432,940.28 | $500,863.18 | $67,922.9 | 15.69% |