| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| CWL Channel Wealth LLC Channel Wealth LLC | 66,654 | $5.42M | $6.26M | $836,840.71 | 15.43% |
Katherine Stoner Empower Advisory Group, LLC | 5,092 | $433,330.84 | $475,949.24 | $42,618.4 | 9.84% |
Mark Weiskind Fairway Wealth LLC | 301 | $26,694.82 | $28,224.77 | $1,529.95 | 5.73% |
VestGen Advisors LLC VestGen Advisors LLC | 18,079 | $1.74M | $1.7M | -$31,548.28 | -1.82% |
Clark Asset Management LLC Clark Asset Management LLC | 2,806 | $228,380 | $262,473.24 | $34,093.24 | 14.93% |