| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
MSH Capital Advisors LLC MSH Capital Advisors LLC | 10,307 | $349,197.93 | $391,202.18 | $42,004.25 | 12.03% |
| WBC William Bradley Clayton Sagespring Wealth Partners LLC | 57,337 | $1.85M | $2.18M | $333,938.22 | 18.09% |
| RFL Rossby Financial LLC Rossby Financial LLC | 125 | $4,282.81 | $4,751.87 | $469.06 | 10.95% |
| FDW Fourth Dimension Wealth LLC Fourth Dimension Wealth LLC | 6,820 | $243,064.64 | $259,262.3 | $16,197.66 | 6.66% |
| MAS MPWM Advisory Solutions LLC MPWM Advisory Solutions LLC | 262 | $8,811 | $9,959.93 | $1,148.93 | 13.04% |
Ameriflex Group Inc. Ameriflex Group Inc. | 8,764 | $313,418.6 | $332,812.9 | $19,394.3 | 6.19% |
| ECC Elizabeth C. Carr CLG LLC | 48,098 | $1.6M | $1.82M | $217,539.39 | 13.57% |
| QFW QTR Family Wealth LLC QTR Family Wealth LLC | 39,502 | $1.28M | $1.5M | $216,856.42 | 16.9% |
Sarah H. Schmidt Summit Wealth Group LLC / CO | 11,147 | $397,564.37 | $422,749.97 | $25,185.6 | 6.33% |
Michael Behner Nautilus Advisors LLC | 55,569 | $1.71M | $2.1M | $389,668.91 | 22.75% |