| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Jennifer P. Lane Compass Planning Associates Inc. | 17,898 | $316,974 | $361,539.6 | $44,565.6 | 14.06% |
Nova Wealth Management Inc. Nova Wealth Management Inc. | 5,632 | $99,743.65 | $113,766.4 | $14,022.75 | 14.06% |
Bay Capital Advisors LLC Bay Capital Advisors LLC | 17,528 | $310,421.23 | $354,065.6 | $43,644.37 | 14.06% |
| KH Kristine Harrell Uniting Wealth Partners LLC | 22,988 | $409,927.16 | $464,357.6 | $54,430.44 | 13.28% |
| RFL Rossby Financial LLC Rossby Financial LLC | 486 | $8,452 | $9,817.2 | $1,365.2 | 16.15% |
Ameriflex Group Inc. Ameriflex Group Inc. | 450 | $8,667 | $9,090 | $423 | 4.88% |
| KGL Kilter Group LLC Kilter Group LLC | 1,500 | $25,680 | $30,300 | $4,620 | 17.99% |
| QFW QTR Family Wealth LLC QTR Family Wealth LLC | 32,371 | $624,388.32 | $653,894.2 | $29,505.88 | 4.73% |
Benjamin S. Smith Smith Asset Management Co LLC | 226,606 | $4.01M | $4.58M | $569,164.51 | 14.2% |
William F. Blake PMG Family Office LLC | 162,340 | $3.12M | $3.28M | $155,909.25 | 4.99% |