| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Heck Capital Advisors LLC Heck Capital Advisors LLC | 229,503 | $6.32M | $6.84M | $517,243.52 | 8.18% |
Promus Capital LLC Promus Capital LLC | 150 | $4,053 | $4,584.75 | $531.75 | 13.12% |
| MDR Michael D. Richards Jr. Capital A Wealth Management LLC | 158 | $4,285.53 | $4,845.86 | $560.33 | 13.07% |
| SS Spencer Schwarting Cornerstone Financial Group LLC /NE/ | 8,753 | $242,150.42 | $267,798.03 | $25,647.61 | 10.59% |
| DWM Dogwood Wealth Management LLC Dogwood Wealth Management LLC | 651 | $17,556.29 | $19,839.22 | $2,282.93 | 13% |
| IFA Independence Financial Advisors LLC Independence Financial Advisors LLC | 13,665 | $379,613.77 | $416,167.57 | $36,553.8 | 9.63% |
Mike Silane 21 West Wealth Management LLC | 44,741 | $1.21M | $1.36M | $144,620.03 | 11.94% |
Sarah H. Schmidt Summit Wealth Group LLC / CO | 53,265 | $1.44M | $1.62M | $180,665.64 | 12.58% |
Provenance Wealth Advisors LLC Provenance Wealth Advisors LLC | 15 | $341 | $455.17 | $114.17 | 33.48% |
Steve Erken Maxele Advisors LLC | 8,122 | $219,609.02 | $246,462.09 | $26,853.07 | 12.23% |