| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| UFP United Financial Planning Group LLC United Financial Planning Group LLC | 16 | $191 | $355.36 | $164.36 | 86.05% |
| IA Invested Advisors Invested Advisors | 26,502 | $272,538.52 | $588,609.42 | $316,070.9 | 115.97% |
| MWM Manske Wealth Management Manske Wealth Management | 112,180 | $1.16M | $2.49M | $1.33M | 115.35% |
| KFP Kerr Financial Planning Corp Kerr Financial Planning Corp | 2,468 | $58,944.24 | $54,814.28 | -$4,129.96 | -7.01% |