| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Proactive Wealth Strategies LLC Proactive Wealth Strategies LLC | 23,024 | $2.1M | $2.57M | $463,852.67 | 22.06% |
| SAL Sylvest Advisors LLC Sylvest Advisors LLC | 8,260 | $643,474.59 | $927,928.4 | $284,453.81 | 44.21% |
Nova Wealth Management Inc. Nova Wealth Management Inc. | 10,513 | $996,090.21 | $1.16M | $161,548.78 | 16.22% |
Integrity Advisory Solutions LLC Integrity Advisory Solutions LLC | 99,486 | $9.7M | $11.02M | $1.31M | 13.55% |
Barnes Dennig Private Wealth Management LLC Barnes Dennig Private Wealth Management LLC | 161 | $15,475 | $17,862.14 | $2,387.14 | 15.43% |
Kenneth R. Wink Summit Financial Consulting LLC | 16,170 | $1.86M | $1.83M | -$32,177.9 | -1.73% |
| RM Rich Mowrer Brookwood Investment Group LLC | 11,617 | $1.12M | $1.28M | $159,529.07 | 14.24% |
Warner Group LLC Warner Group LLC | 63,773 | $7.52M | $7.2M | -$316,601.38 | -4.21% |
| KMA Kristy Michelle Afraimi BAM Wealth Management LLC | 2,960 | $287,910.52 | $335,456.8 | $47,546.28 | 16.51% |