| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| TWP Triad Wealth Partners LLC Triad Wealth Partners, LLC | 37,644 | $1.23M | $1.37M | $132,920.63 | 10.77% |
Cynthia Schlanger Ashton Thomas Private Wealth, LLC | 206 | $6,990 | $7,388.19 | $398.19 | 5.7% |
Henry Pizzutello HFG Wealth Management, LLC | 9,173 | $293,891.49 | $334,813.58 | $40,922.09 | 13.92% |
Vantage Point Financial LLC Vantage Point Financial LLC | 7,749 | $266,693.82 | $283,791.63 | $17,097.81 | 6.41% |
| BFS Beacon Financial Strategies Corp Beacon Financial Strategies Corp | 484 | $17,423 | $17,358.66 | -$64.34 | -0.37% |