| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Wood Tarver Financial Group LLC Wood Tarver Financial Group LLC | 4,765 | $213,996.15 | $222,787.57 | $8,791.42 | 4.11% |
| BWM Barnes Wealth Management Group Inc. Barnes Wealth Management Group Inc. | 17,344 | $719,970.61 | $811,352.32 | $91,381.71 | 12.69% |
| KMA Kristy Michelle Afraimi BAM Wealth Management LLC | 100,600 | $4.7M | $4.7M | -$6,539 | -0.14% |