| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Dan Wohlgemuth 49 WEALTH MANAGEMENT, LLC | 10,794 | $221,925 | $218,038.8 | -$3,886.2 | -1.75% |
David A Rozenson Fairscale Capital, LLC | 500 | $8,670.06 | $10,060 | $1,389.94 | 16.03% |
Heather Scully NWF Advisory Services Inc. | 32,334 | $531,924.03 | $667,373.76 | $135,449.73 | 25.46% |
Nova Wealth Management Inc. Nova Wealth Management Inc. | 5,632 | $99,743.65 | $113,879.04 | $14,135.39 | 14.17% |
Bay Capital Advisors LLC Bay Capital Advisors LLC | 13,379 | $236,942.36 | $276,008.77 | $39,066.41 | 16.49% |
| KH Kristine Harrell Uniting Wealth Partners LLC | 22,519 | $401,621.12 | $464,566.97 | $62,945.85 | 15.67% |
Ameriflex Group Inc. Ameriflex Group Inc. | 450 | $8,667 | $9,099 | $432 | 4.98% |
| KGL Kilter Group LLC Kilter Group LLC | 1,500 | $25,680 | $30,285 | $4,605 | 17.93% |
QTR Family Wealth LLC QTR Family Wealth LLC | 32,408 | $625,149.03 | $666,632.56 | $41,483.53 | 6.64% |
Benjamin S. Smith Smith Asset Management Co LLC | 226,606 | $4.01M | $4.58M | $573,696.63 | 14.31% |
William F. Blake PMG Family Office LLC | 162,340 | $3.12M | $3.34M | $219,221.85 | 7.02% |