| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| LJB Laura J. Bornheimer GWN SECURITIES Inc. | 12,348 | $340,383.65 | $567,020.16 | $226,636.51 | 66.58% |
Olalekan F. Adeduji Washington Trust Advisors Inc. | 1,843 | $60,610.74 | $84,261.96 | $23,651.22 | 39.02% |
Kevin Zemann WealthPlan Investment Management LLC | 29,686 | $1.18M | $1.4M | $218,907.68 | 18.59% |
Lukas Lindgren Abound Wealth Management | 80 | $4,205 | $3,735.6 | -$469.4 | -11.16% |
| PIL PFG Investments LLC PFG Investments LLC | 5,658 | $297,347 | $263,691.09 | -$33,655.91 | -11.32% |
Christopher C. Powers Farther Finance Advisors, LLC | 3,736 | $134,193.4 | $175,778.8 | $41,585.4 | 30.99% |
Courtney Haddad Concurrent Investment Advisors, LLC | 28,233 | $864,479.22 | $1.32M | $454,143.04 | 52.53% |
Luke Bunch OxenFree Capital LLC | 179,908 | $5.55M | $8.36M | $2.82M | 50.75% |
JOSEPH S. LUCEY SECURED RETIREMENT ADVISORS, LLC | 24,059 | $669,517.31 | $1.11M | $442,128.78 | 66.04% |
Nathan White Paragon Capital Management Inc. | 12,953 | $405,458.13 | $605,008.72 | $199,550.59 | 49.22% |