| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Jeff Ameen Spire Wealth Management | 7,198 | $194,021.82 | $201,345.34 | $7,323.52 | 3.77% |
Matthew Liebman Amplius Wealth Advisors LLC | 48,101 | $1.25M | $1.34M | $90,901.27 | 7.26% |
| BP Brett Pohl Kingdom Financial Group LLC | 1 | $26.96 | $27.97 | $1.01 | 3.75% |
Christopher C. Powers Farther Finance Advisors, LLC | 7,488 | $201,285 | $209,138.34 | $7,853.34 | 3.9% |
James Eric Maxwell Maxwell Wealth Strategies Inc. | 13,994 | $352,636 | $391,272.24 | $38,636.24 | 10.96% |
| DWM Diversify Wealth Management LLC DIVERSIFY WEALTH MANAGEMENT, LLC | 7,294 | $200,061 | $203,940.24 | $3,879.24 | 1.94% |
| JSA Jim Saulnier & Associates LLC Jim Saulnier & Associates LLC | 36,141 | $910,705.38 | $1.01M | $99,862.03 | 10.97% |
Grantvest Financial Group LLC Grantvest Financial Group LLC | 74,381 | $1.92M | $2.08M | $159,623.7 | 8.31% |
| LS Larry Steckler Blue Sky Capital Consultants Group Inc. | 23,307 | $628,250 | $651,663.72 | $23,413.72 | 3.73% |