| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| BWM Bernard Wealth Management Corp Bernard Wealth Management Corp | 3,210 | $144,059.62 | $180,626.7 | $36,567.08 | 25.38% |
| CWA Cura Wealth Advisors LLC Cura Wealth Advisors LLC | 5,982 | $261,533 | $336,607.14 | $75,074.14 | 28.7% |
| KS Kevin Serrapede Capstone Wealth Management Group LLC | 8,012 | $351,218.94 | $450,835.24 | $99,616.3 | 28.36% |
| CFG Chancellor Financial Group WB LP Chancellor Financial Group WB LP | 5,696 | $249,070.18 | $320,513.92 | $71,443.74 | 28.68% |
| BCM Boreal Capital Management LLC Boreal Capital Management LLC | 1 | $52.3 | $56.27 | $3.97 | 7.59% |
| PWA Provenance Wealth Advisors LLC Provenance Wealth Advisors LLC | 314 | $12,403 | $17,668.78 | $5,265.78 | 42.46% |