| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| KH Kristine Harrell Uniting Wealth Partners LLC | 13,722 | $314,920 | $327,269.7 | $12,349.7 | 3.92% |
| RFL Rossby Financial LLC Rossby Financial LLC | 1,273 | $29,381 | $30,361.05 | $980.05 | 3.34% |
| AGI Ameriflex Group Inc. Ameriflex Group Inc. | 38,896 | $892,966.42 | $927,669.6 | $34,703.18 | 3.89% |
| BWM Barnes Wealth Management Group Inc. Barnes Wealth Management Group Inc. | 11,941 | $276,319.68 | $284,792.85 | $8,473.17 | 3.07% |
| KFP Kerr Financial Planning Corp Kerr Financial Planning Corp | 550 | $12,974.5 | $13,117.5 | $143 | 1.1% |
| WFB William F. Blake PMG Family Office LLC | 28,457 | $664,904.58 | $678,699.45 | $13,794.87 | 2.07% |