| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Exit Wealth Advisors LLC Exit Wealth Advisors LLC | 3,496 | $728,204.06 | $826,209.68 | $98,005.62 | 13.46% |
Bonnie Courtney Cambridge Financial Group LLC | 1,408 | $244,838 | $326,247.69 | $81,409.69 | 33.25% |
Matthew Jenkins GatePass Capital LLC | 6,510 | $1.41M | $1.51M | $102,058.59 | 7.26% |
United Financial Planning Group LLC United Financial Planning Group LLC | 42 | $8,907 | $9,877.14 | $970.14 | 10.89% |
Blalock Williams LLC Blalock Williams LLC | 18,228 | $3.67M | $4.3M | $629,262.24 | 17.15% |
| KMA Kristy Michelle Afraimi BAM Wealth Management LLC | 3,101 | $645,057.16 | $718,532.74 | $73,475.58 | 11.39% |
| BML Berman McAleer LLC Berman McAleer LLC | 4,582 | $946,228.92 | $1.06M | $115,466.35 | 12.2% |
Darrell T. Roberts American Wealth Advisors LLC | 56,865 | $11.75M | $13.41M | $1.66M | 14.14% |
Kerr Financial Planning Corp Kerr Financial Planning Corp | 2,499 | $527,257.92 | $579,043.31 | $51,785.39 | 9.82% |