| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Cynthia Schlanger Ashton Thomas Private Wealth, LLC | 14,969 | $424,820 | $448,620.93 | $23,800.93 | 5.6% |
| DWM Diversify Wealth Management LLC DIVERSIFY WEALTH MANAGEMENT, LLC | 58,745 | $1.54M | $1.76M | $220,083.62 | 14.29% |
| BWL Basepoint Wealth LLC Basepoint Wealth LLC | 4,384 | $124,436 | $131,213.12 | $6,777.12 | 5.45% |