| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Ameriflex Group Inc. Ameriflex Group Inc. | 300 | $11,453.76 | $12,309 | $855.24 | 7.47% |
| BWM Barnes Wealth Management Group Inc. Barnes Wealth Management Group Inc. | 18,965 | $664,679.07 | $779,461.5 | $114,782.43 | 17.27% |
Juho-Tuomas Appel Obsido Oy | 300,772 | $9.01M | $12.36M | $3.35M | 37.18% |
Horan Wealth LLC Horan Wealth LLC | 13,284 | $465,870.5 | $545,972.4 | $80,101.9 | 17.19% |
Sarah H. Schmidt Summit Wealth Group LLC / CO | 12,886 | $486,446.26 | $528,841.44 | $42,395.18 | 8.72% |
| SWM Stonebridge Wealth Management LLC Stonebridge Wealth Management LLC | 59,716 | $2.05M | $2.45M | $405,623.24 | 19.83% |