| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Lifewealth Investments LLC LifeWealth Investments, LLC | 31,831 | $1.58M | $1.89M | $315,512.55 | 20.03% |
REAP Financial Group LLC REAP Financial Group LLC | 3,351 | $159,065.09 | $202,400.4 | $43,335.31 | 27.24% |
Elizabeth Arce Sovran Advisors LLC | 11,711 | $592,055.61 | $707,344.4 | $115,288.79 | 19.47% |
| WCP Wealthcare Capital Partners LLC Wealthcare Capital Partners LLC | 8,919 | $459,196.35 | $537,889.73 | $78,693.38 | 17.14% |
| CMP Craig M. Pesce Marshall & Sterling Wealth Advisors Inc. | 8,195 | $406,618.75 | $491,454.15 | $84,835.4 | 20.86% |
| SWM Stonebridge Wealth Management LLC Stonebridge Wealth Management LLC | 61,142 | $2.85M | $3.66M | $818,721.63 | 28.77% |