| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| IFA Independence Financial Advisors LLC Independence Financial Advisors LLC | 1.34M | $52.6M | $57.61M | $5.02M | 9.54% |
Infinity Wealth Counsel LLC Infinity Wealth Counsel LLC | 30,925 | $1.15M | $1.33M | $178,745.25 | 15.55% |
Charter Capital Management LLC\DE Charter Capital Management LLC\DE | 15,456 | $595,598.52 | $663,989.76 | $68,391.24 | 11.48% |
Sarah H. Schmidt Summit Wealth Group LLC / CO | 25,090 | $1.05M | $1.08M | $32,754.98 | 3.13% |