| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Bay Capital Advisors LLC Bay Capital Advisors LLC | 10,681 | $301,364.53 | $392,419.94 | $91,055.41 | 30.21% |
James V. Thompson Jr. Bulwark Capital Corp | 2,535 | $68,927 | $93,135.9 | $24,208.9 | 35.12% |
Harbor Asset Planning Inc. Harbor Asset Planning Inc. | 1,972 | $73,998 | $72,451.28 | -$1,546.72 | -2.09% |
Sarah H. Schmidt Summit Wealth Group LLC / CO | 20,378 | $716,892.18 | $748,687.72 | $31,795.54 | 4.44% |
| KMA Kristy Michelle Afraimi BAM Wealth Management LLC | 18,002 | $576,233.91 | $661,393.48 | $85,159.57 | 14.78% |