| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Sarah H. Schmidt Summit Wealth Group LLC / CO | 25,717 | $2.15M | $2.3M | $155,945.13 | 7.26% |
Tribridge Partners Financial LLC Tribridge Partners Financial LLC | 14,021 | $1.07M | $1.25M | $184,240.84 | 17.26% |
United Financial Planning Group LLC United Financial Planning Group LLC | 23,377 | $1.88M | $2.09M | $213,007.69 | 11.35% |
| KMA Kristy Michelle Afraimi BAM Wealth Management LLC | 3,607 | $289,173.01 | $322,826.5 | $33,653.49 | 11.64% |
Brian Mann Mann Financial Group Inc. | 25,317 | $2.17M | $2.27M | $91,202.71 | 4.19% |
Berman McAleer LLC Berman McAleer LLC | 5,790 | $472,194.42 | $518,031.3 | $45,836.88 | 9.71% |
David K. Gilmore Equity Wealth Partners LLC | 68,749 | $5.94M | $6.14M | $208,759.22 | 3.52% |