| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Brian Kenney Afg Fiduciary Services Limited Partnership | 17,172 | $530,180.29 | $542,034.18 | $11,853.89 | 2.24% |
| MM Michelle McCarthy Vantage Financial Partners LLC | 806.2 | $22,678.41 | $25,471.89 | $2,793.48 | 12.32% |
Amanda Hawley Atria Wealth Solutions Inc. | 1,398.6 | $33,260.47 | $44,468.49 | $11,208.02 | 33.7% |
RICHARD I. ZIVI, JR NBZ Investment Advisors LLC | 31,939.6 | $884,333.95 | $1.01M | $130,387.14 | 14.74% |
MICHAEL DE LUZ Williams & Novak, LLC | 19,219 | $601,022.42 | $610,587.63 | $9,565.21 | 1.59% |
Kevin Stillman Evernest Financial Advisors, LLC | 54,150.4 | $1.63M | $1.72M | $88,725.05 | 5.43% |
James Morris FMA Wealth Management, LLC | 51,196 | $1.59M | $1.63M | $38,536.51 | 2.43% |
Comprehensive Financial Planning Inc./PA Comprehensive Financial Planning Inc./PA | 0.7 | $19.15 | $22.38 | $3.23 | 16.87% |