| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Pines Wealth Management LLC Pines Wealth Management LLC | 27,662 | $908,957.08 | $935,528.84 | $26,571.76 | 2.92% |
| DCL Dahring | Cusmano LLC Dahring | Cusmano LLC | 67,672 | $2.24M | $2.28M | $42,076.1 | 1.88% |
Bay Capital Advisors LLC Bay Capital Advisors LLC | 10,687 | $301,567.5 | $358,441.98 | $56,874.48 | 18.86% |
James V. Thompson Jr. Bulwark Capital Corp | 2,535 | $68,927 | $85,885.8 | $16,958.8 | 24.6% |
Harbor Asset Planning Inc. Harbor Asset Planning Inc. | 1,972 | $73,998 | $66,239.48 | -$7,758.52 | -10.48% |
Sarah H. Schmidt Summit Wealth Group LLC / CO | 20,378 | $716,892.18 | $685,006.47 | -$31,885.71 | -4.45% |
| KMA Kristy Michelle Afraimi BAM Wealth Management LLC | 18,002 | $576,233.91 | $611,887.98 | $35,654.07 | 6.19% |