| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| VWA VSM Wealth Advisory LLC VSM Wealth Advisory LLC | 600 | $57,334 | $68,754 | $11,420 | 19.92% |
Elizabeth Arce Sovran Advisors LLC | 5,007 | $484,409.68 | $573,752.13 | $89,342.45 | 18.44% |
| JW Jeffrey Waters OFC Financial Planning LLC | 6,310 | $604,890.04 | $723,062.9 | $118,172.86 | 19.54% |
| EG Ethan Gilbert Rialto Wealth Management LLC | 1,059 | $101,194.64 | $121,350.81 | $20,156.17 | 19.92% |
| SC Shawn Clark Accredited Wealth Management LLC | 1,735 | $174,784.25 | $198,813.65 | $24,029.4 | 13.75% |
Ameriflex Group Inc. Ameriflex Group Inc. | 772 | $77,794.66 | $88,463.48 | $10,668.82 | 13.71% |
Candy Palugi Claris Financial LLC | 2,000 | $203,900 | $229,180 | $25,280 | 12.4% |
Laura Robayo Silver Oak Wealth Advisors Services LLC | 2,255 | $215,459 | $258,400.45 | $42,941.45 | 19.93% |
Nicole Reese WPG Advisers LLC | 325 | $29,914 | $37,241.75 | $7,327.75 | 24.5% |
Adam Scott Argyle Capital Partners LLC | 2,210 | $222,830.04 | $253,243.9 | $30,413.86 | 13.65% |