| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Winebrenner Capital Management LLC Winebrenner Capital Management LLC | 2,164 | $237,979.61 | $294,931.54 | $56,951.93 | 23.93% |
Nova Wealth Management Inc. Nova Wealth Management Inc. | 3,728 | $388,976.65 | $508,089.08 | $119,112.43 | 30.62% |
AssuredPartners Investment Advisors LLC AssuredPartners Investment Advisors LLC | 15,877 | $1.63M | $2.22M | $586,669.46 | 35.93% |
| KAB Katie A. Bruno Morey & Quinn Wealth Partners LLC | 11,907 | $1.24M | $1.62M | $380,923.35 | 30.67% |
| RFL Rossby Financial LLC Rossby Financial LLC | 336 | $39,329.61 | $45,793.44 | $6,463.83 | 16.44% |
| MAS MPWM Advisory Solutions LLC MPWM Advisory Solutions LLC | 475 | $52,231 | $67,055.51 | $14,824.51 | 28.38% |
IFS Group LLC IFS Group LLC | 3,393 | $397,161.13 | $462,431.94 | $65,270.81 | 16.43% |