| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
C. Eric Christiansen Quantum Financial Planning Services Inc. | 20,207 | $573,464 | $582,971.95 | $9,507.95 | 1.66% |
Freedom Financial Partners LLC Freedom Financial Partners LLC | 43,100 | $1.13M | $1.27M | $140,496 | 12.4% |
| DRL Dean R. Larabee III RFG - Bristol Wealth Advisors LLC | 168,984 | $4.41M | $5.01M | $604,202.62 | 13.71% |
Maridea Wealth Management LLC Maridea Wealth Management LLC | 12,979 | $336,563.27 | $384,308.19 | $47,744.92 | 14.19% |
| OWA Oak Wealth Advisors LLC Oak Wealth Advisors LLC | 62,749 | $1.64M | $1.86M | $218,786.42 | 13.35% |
| WMA William Mack & Associates Inc. William Mack & Associates Inc. | 34,995 | $910,226.02 | $1.01M | $102,879.23 | 11.3% |