| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| CMP Craig M. Pesce Marshall & Sterling Wealth Advisors Inc. | 4 | $126 | $142.68 | $16.68 | 13.24% |
| WBC William Bradley Clayton Sagespring Wealth Partners LLC | 21,449 | $644,318.39 | $765,085.83 | $120,767.44 | 18.74% |
| RFL Rossby Financial LLC Rossby Financial LLC | 478 | $15,252.46 | $17,050.26 | $1,797.8 | 11.79% |
Ameriflex Group Inc. Ameriflex Group Inc. | 186 | $6,968 | $6,855.96 | -$112.04 | -1.61% |
| ECC Elizabeth C. Carr CLG LLC | 5,535 | $207,360 | $197,433.45 | -$9,926.55 | -4.79% |
Presper Financial Architects LLC Presper Financial Architects LLC | 473,897 | $14.96M | $17.28M | $2.32M | 15.51% |
Nathaniel W. Klitzing Cambridge Capital Management LLC | 78,681 | $2.58M | $2.81M | $226,902.45 | 8.8% |
| WMA William Mack & Associates Inc. William Mack & Associates Inc. | 16,907 | $537,128.26 | $603,072.69 | $65,944.43 | 12.28% |
David K. Gilmore Equity Wealth Partners LLC | 114,173 | $4.28M | $4.07M | -$204,370.09 | -4.78% |