| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| WBC William Bradley Clayton Sagespring Wealth Partners LLC | 8,481 | $881,149.79 | $1.23M | $347,959.13 | 39.49% |
| KIM Kane Investment Management Inc. Kane Investment Management Inc. | 15,403 | $1.57M | $2.23M | $667,892.09 | 42.66% |
| DWM Dogwood Wealth Management LLC Dogwood Wealth Management LLC | 1 | $96.29 | $145 | $48.71 | 50.59% |
Copia Wealth Management Copia Wealth Management | 88 | $8,868 | $12,732.72 | $3,864.72 | 43.58% |
Mascagni Wealth Management Inc. Mascagni Wealth Management Inc. | 3,785 | $409,170.64 | $547,651.65 | $138,481.01 | 33.84% |
Legacy Advisory Services LLC Legacy Advisory Services LLC | 23,850 | $2.28M | $3.45M | $1.17M | 51.22% |
Bonnie Courtney Cambridge Financial Group LLC | 4,640 | $591,022 | $671,361.6 | $80,339.6 | 13.59% |