| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Jeffrey N. Yoffe Yoffe Investment Management LLC | 9,295 | $569,161.16 | $769,068.3 | $199,907.14 | 35.12% |
| RFL Rossby Financial LLC Rossby Financial LLC | 414 | $32,386 | $34,254.36 | $1,868.36 | 5.77% |
| DWM Dogwood Wealth Management LLC Dogwood Wealth Management LLC | 28,683 | $1.75M | $2.37M | $618,627.06 | 35.26% |
Ameriflex Group Inc. Ameriflex Group Inc. | 1,784 | $136,661.85 | $154,298.16 | $17,636.31 | 12.91% |
| BWL Balance Wealth LLC Balance Wealth LLC | 2,457 | $201,266 | $203,292.18 | $2,026.18 | 1.01% |
Ryan Westerbeck Brian Low Financial Group LLC | 2,981 | $204,803.66 | $246,647.94 | $41,844.28 | 20.43% |
Invested Advisors Invested Advisors | 9,049 | $665,399.58 | $748,714.26 | $83,314.68 | 12.52% |