| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Ameriflex Group Inc. Ameriflex Group Inc. | 39,094 | $897,688.74 | $929,264.38 | $31,575.64 | 3.52% |
Barnes Wealth Management Group Inc. Barnes Wealth Management Group Inc. | 11,848 | $274,124.53 | $281,804.68 | $7,680.15 | 2.8% |
Kerr Financial Planning Corp Kerr Financial Planning Corp | 550 | $12,974.5 | $12,982.75 | $8.25 | 0.06% |
William F. Blake PMG Family Office LLC | 30,713 | $718,710.18 | $729,587.31 | $10,877.13 | 1.51% |