| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Heather Scully NWF Advisory Services Inc. | 15,467 | $289,084.01 | $355,354.32 | $66,270.31 | 22.92% |
REAP Financial Group LLC REAP Financial Group LLC | 2 | $46.2 | $45.82 | -$0.38 | -0.82% |
| VWA VSM Wealth Advisory LLC VSM Wealth Advisory LLC | 909 | $18,289 | $20,884.27 | $2,595.27 | 14.19% |
| CW Chung Wu Chung Wu Investment Group LLC | 2,300 | $48,162 | $52,923 | $4,761 | 9.89% |
Presper Financial Architects LLC Presper Financial Architects LLC | 10,010 | $211,935.72 | $229,429.2 | $17,493.48 | 8.25% |
Benjamin S. Smith Smith Asset Management Co LLC | 8,836 | $207,999 | $202,830.38 | -$5,168.62 | -2.48% |
William F. Blake PMG Family Office LLC | 49,667 | $1.05M | $1.15M | $96,751.64 | 9.22% |