| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Tribridge Partners Financial LLC Tribridge Partners Financial LLC | 7,668 | $223,215.48 | $270,143.64 | $46,928.16 | 21.02% |
Plan A Wealth LLC Plan A Wealth LLC | 9,436 | $310,647.88 | $334,978 | $24,330.12 | 7.83% |
David K. Gilmore Equity Wealth Partners LLC | 172,361 | $6.27M | $6.08M | -$189,597.31 | -3.02% |