| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Sarah H. Schmidt Summit Wealth Group LLC / CO | 32,050 | $2.56M | $3.06M | $498,895.07 | 19.5% |
Provenance Wealth Advisors LLC Provenance Wealth Advisors LLC | 1,034 | $82,554.67 | $98,648.77 | $16,094.1 | 19.5% |
| BWL Basepoint Wealth LLC Basepoint Wealth LLC | 591 | $47,260.51 | $56,410.95 | $9,150.44 | 19.36% |
| SWM Steinberganna Wealth Management Steinberganna Wealth Management | 52,755 | $4.36M | $5.03M | $668,690.99 | 15.32% |
Blalock Williams LLC Blalock Williams LLC | 4,700 | $354,991 | $448,403.5 | $93,412.5 | 26.31% |
David K. Gilmore Equity Wealth Partners LLC | 16,977 | $1.4M | $1.62M | $215,964.05 | 15.38% |