| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Landon Marsh Scott Marsh Financial LLC | 10,992 | $469,784 | $558,943.2 | $89,159.2 | 18.98% |
Gibbs Wealth Management Gibbs Wealth Management | 247,499 | $10.91M | $12.55M | $1.64M | 15.06% |
Provenance Wealth Advisors LLC Provenance Wealth Advisors LLC | 2,397 | $87,067.53 | $121,575.84 | $34,508.31 | 39.63% |
Birch Financial Group LLC Birch Financial Group LLC | 60,620 | $2.63M | $3.09M | $460,774.72 | 17.51% |
Bonnie Courtney Cambridge Financial Group LLC | 38,711 | $1.4M | $1.97M | $576,084.19 | 41.19% |
Plan A Wealth LLC Plan A Wealth LLC | 12,805 | $491,326.52 | $651,838.52 | $160,512 | 32.67% |
Kerr Financial Planning Corp Kerr Financial Planning Corp | 2,390 | $114,965 | $121,040.83 | $6,075.83 | 5.28% |
Sarah Byrd Alpha Advisors LLC/VA | 31,741 | $1.49M | $1.63M | $137,078.92 | 9.21% |