| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| CTC Caldwell Trust Co Caldwell Trust Co | 1,547 | $93,547.07 | $137,574.71 | $44,027.64 | 47.06% |
Sarah H. Schmidt Summit Wealth Group LLC / CO | 22,129 | $1.83M | $1.97M | $139,261.02 | 7.62% |
| TPF Tribridge Partners Financial LLC Tribridge Partners Financial LLC | 14,021 | $1.07M | $1.25M | $179,684.02 | 16.84% |
United Financial Planning Group LLC United Financial Planning Group LLC | 23,076 | $1.85M | $2.05M | $202,044.48 | 10.92% |
| KMA Kristy Michelle Afraimi BAM Wealth Management LLC | 3,607 | $289,173.01 | $320,770.51 | $31,597.5 | 10.93% |
Brian Mann Mann Financial Group Inc. | 14,843 | $1.24M | $1.32M | $79,588.59 | 6.42% |
| BML Berman McAleer LLC Berman McAleer LLC | 11,180 | $904,310.97 | $994,237.4 | $89,926.43 | 9.94% |
David K. Gilmore Equity Wealth Partners LLC | 20,907 | $1.68M | $1.86M | $182,310.93 | 10.87% |