| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Andrew Endelman Independent Wealth Network Inc. | 48,562 | $1.34M | $1.43M | $86,440.36 | 6.43% |
Timothy R. Guthrie Bullseye Investment Management LLC | 52,395 | $1.28M | $1.54M | $256,211.55 | 19.96% |
| EM Erin Mccann Simplicity Wealth LLC | 8,318 | $218,264.32 | $243,983.58 | $25,719.26 | 11.78% |
Paul Saltaformaggio Hibernia Wealth Partners LLC | 21,284 | $589,354 | $630,432.08 | $41,078.08 | 6.97% |
Rajiv Shah KINGSWOOD WEALTH ADVISORS, LLC | 245,131 | $6.76M | $7.15M | $385,229.35 | 5.7% |
Christopher C. Powers Farther Finance Advisors, LLC | 130,909 | $3.73M | $3.84M | $110,011.66 | 2.95% |
Courtney Haddad Concurrent Investment Advisors, LLC | 45,334 | $1.19M | $1.32M | $132,375.44 | 11.13% |
| RFA Reyes Financial Architecture Inc. Reyes Financial Architecture Inc. | 18,118 | $538,648 | $535,839.85 | -$2,808.15 | -0.52% |