| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| CE Curtis Ellergodt Rothschild Investment LLC | 3,000 | $121,590 | $155,850 | $34,260 | 28.18% |
| SH Scott Highmark Mosaic Family Wealth Partners LLC | 5,906 | $204,747.07 | $305,633.73 | $100,886.66 | 49.27% |
Benj Foor Frazier Financial Advisors, LLC | 552 | $22,373 | $28,565.83 | $6,192.83 | 27.68% |
KURT TRAULSEN EVOLUTION WEALTH MANAGEMENT INC. | 69 | $3,370 | $3,570.73 | $200.73 | 5.96% |
| SAM Smartleaf Asset Management LLC Smartleaf Asset Management LLC | 135 | $6,641 | $6,986.21 | $345.21 | 5.2% |
Carmen McClennon WR Wealth Planners, LLC | 312 | $14,183 | $16,345.68 | $2,162.68 | 15.25% |
Ameriflex Group Inc. Ameriflex Group Inc. | 275 | $13,431 | $14,575 | $1,144 | 8.52% |