| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| CWL Channel Wealth LLC Channel Wealth LLC | 79,571 | $6.48M | $7.4M | $927,001.84 | 14.31% |
Katherine Stoner Empower Advisory Group, LLC | 3,414 | $272,209.22 | $317,114.85 | $44,905.63 | 16.5% |
Mark Weiskind Fairway Wealth LLC | 148 | $12,018 | $13,719.11 | $1,701.11 | 14.15% |
| CAM Clark Asset Management LLC Clark Asset Management LLC | 2,806 | $228,380 | $256,720.94 | $28,340.94 | 12.41% |