| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| CB Chris Benson L.K. Benson & Company P.C. | 14,589 | $559,747.91 | $949,743.9 | $389,995.99 | 69.67% |
SwitchPoint Financial Planning LLC SwitchPoint Financial Planning LLC | 5,619 | $232,874.41 | $364,476.43 | $131,602.02 | 56.51% |
| KH Kristine Harrell Uniting Wealth Partners LLC | 54,009 | $2.98M | $3.49M | $509,375.68 | 17.11% |
Rossby Financial LLC Rossby Financial LLC | 170,469 | $6.03M | $11.11M | $5.08M | 84.24% |
Matthew Chester Tableaux LLC | 133,577 | $5.92M | $8.7M | $2.78M | 46.96% |
MJT & Associates Financial Advisory Group Inc. MJT & Associates Financial Advisory Group Inc. | 100 | $4,040 | $6,427.5 | $2,387.5 | 59.1% |
James V. Thompson Jr. Bulwark Capital Corp | 4,184 | $214,513.79 | $272,420.24 | $57,906.45 | 26.99% |
Bonnie Courtney Cambridge Financial Group LLC | 3,621 | $263,947 | $234,170.07 | -$29,776.93 | -11.28% |
David K. Gilmore Equity Wealth Partners LLC | 46,127 | $2.18M | $3M | $819,657.27 | 37.55% |