| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| WBC William Bradley Clayton Sagespring Wealth Partners LLC | 31,753 | $1.86M | $2.45M | $581,257.46 | 31.17% |
| RFL Rossby Financial LLC Rossby Financial LLC | 912 | $51,058.43 | $70,251.36 | $19,192.93 | 37.59% |
| BJM Brian J. Malizia Lakeshore Capital Group Inc. | 31,176 | $1.76M | $2.4M | $640,861.5 | 36.4% |
| BWM Barnes Wealth Management Group Inc. Barnes Wealth Management Group Inc. | 5,319 | $367,258.1 | $409,722.56 | $42,464.46 | 11.56% |