| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| OAS Optivise Advisory Services LLC Optivise Advisory Services LLC | 31,523 | $1.82M | $1.72M | -$107,493.19 | -5.89% |
Forge Financial Services LLC Forge Financial Services LLC | 4,194 | $242,804 | $236,122.2 | -$6,681.8 | -2.75% |
Thomas D'Auria Tandem Investment Partners LLC | 5,755 | $253,350.09 | $313,474.85 | $60,124.76 | 23.73% |
| WBC William Bradley Clayton Sagespring Wealth Partners LLC | 4,286 | $202,096 | $233,458.42 | $31,362.42 | 15.52% |
Stonehaven Wealth & Tax Solutions LLC Stonehaven Wealth & Tax Solutions LLC | 38,408 | $1.49M | $2.09M | $601,235.92 | 40.33% |
| CAM Clark Asset Management LLC Clark Asset Management LLC | 9,703 | $561,610 | $528,522.41 | -$33,087.59 | -5.89% |
| BWM Barnes Wealth Management Group Inc. Barnes Wealth Management Group Inc. | 5,264 | $220,758.38 | $286,730.08 | $65,971.7 | 29.88% |
Sarah H. Schmidt Summit Wealth Group LLC / CO | 80,777 | $3.66M | $4.4M | $738,140.56 | 20.16% |