| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| TWP Triad Wealth Partners LLC Triad Wealth Partners, LLC | 38,984 | $1.53M | $1.62M | $90,744.9 | 5.95% |
Cynthia Schlanger Ashton Thomas Private Wealth, LLC | 718 | $27,497.08 | $29,897.52 | $2,400.44 | 8.73% |
Robert Phillips Greater Midwest Financial Group, LLC | 236,279 | $9.78M | $9.84M | $60,251.16 | 0.62% |
Nathan Edwards IMG Wealth Management, Inc. | 64,004 | $2.22M | $2.65M | $429,582.59 | 19.33% |
Mark T. Williams InvesTrust | 16,258 | $562,940 | $675,601.19 | $112,661.19 | 20.01% |
AssuredPartners Investment Advisors LLC AssuredPartners Investment Advisors LLC | 45,664 | $1.77M | $1.89M | $124,433.95 | 7.03% |
Campbell Deegan Wealth Management LLC Campbell Deegan Wealth Management LLC | 18,365 | $748,741 | $764,902.25 | $16,161.25 | 2.16% |