| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| FDW Fourth Dimension Wealth LLC Fourth Dimension Wealth LLC | 18 | $149 | $170.91 | $21.91 | 14.7% |
| MAS MPWM Advisory Solutions LLC MPWM Advisory Solutions LLC | 2,528 | $21,789 | $23,952.8 | $2,163.8 | 9.93% |
Ameriflex Group Inc. Ameriflex Group Inc. | 3,910 | $35,619.97 | $37,301.4 | $1,681.43 | 4.72% |
Comprehensive Money Management Services LLC Comprehensive Money Management Services LLC | 14,074 | $116,532.72 | $134,265.96 | $17,733.24 | 15.22% |
David R. Hess Wealth Management Associates Inc. | 16,065 | $131,319.1 | $152,697.82 | $21,378.72 | 16.28% |
Holos Integrated Wealth LLC Holos Integrated Wealth LLC | 7,099 | $62,717.62 | $67,440.5 | $4,722.88 | 7.53% |
United Financial Planning Group LLC United Financial Planning Group LLC | 949 | $9,082 | $8,982.28 | -$99.72 | -1.1% |
William F. Blake PMG Family Office LLC | 95,395 | $869,507.52 | $909,591.32 | $40,083.8 | 4.61% |