| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| RS Radon Stancil POM Investment Strategies LLC | 40 | $2,600.5 | $3,253.4 | $652.9 | 25.11% |
Michael Byun SageView Advisory Group LLC | 1,697 | $125,394 | $136,000.97 | $10,606.97 | 8.46% |
Christopher M. Marks Sterling Investment Counsel LLC | 4,409 | $318,105.56 | $353,346.08 | $35,240.52 | 11.08% |
Jill Grimes Centurion Wealth Management LLC | 3,237 | $219,446.5 | $259,419.65 | $39,973.15 | 18.22% |
| RJ Rebecca Judd Pathstone Holdings, LLC | 41,073 | $2.6M | $3.29M | $688,471.52 | 26.45% |
Jared Machen BWM Planning LLC | 139,194 | $8.61M | $11.16M | $2.54M | 29.55% |
Nova Wealth Management Inc. Nova Wealth Management Inc. | 350 | $22,143 | $28,049.7 | $5,906.7 | 26.68% |
Kevin Serrapede Capstone Wealth Management Group LLC | 8,391 | $530,871.59 | $672,471.52 | $141,599.93 | 26.67% |