| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Blueprint Financial Advisors LLC Blueprint Financial Advisors LLC | 26,863 | $798,368 | $821,873.48 | $23,505.48 | 2.94% |
Maridea Wealth Management LLC Maridea Wealth Management LLC | 91,344 | $2.48M | $2.78M | $299,559.99 | 12.09% |
Rossby Financial LLC Rossby Financial LLC | 885 | $24,841.95 | $27,063.3 | $2,221.35 | 8.94% |
Defined Financial Planning LLC Defined Financial Planning LLC | 20,872 | $561,502.99 | $637,535.24 | $76,032.25 | 13.54% |
Ameriflex Group Inc. Ameriflex Group Inc. | 350 | $9,800 | $10,703 | $903 | 9.21% |
| KMA Kristy Michelle Afraimi BAM Wealth Management LLC | 10,650 | $295,198.08 | $325,783.5 | $30,585.42 | 10.36% |