| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Cole Dimond Caliber Wealth Management LLC / KS | 16,293 | $1.28M | $1.49M | $207,527.51 | 16.21% |
Harbor Asset Planning Inc. Harbor Asset Planning Inc. | 6,719 | $578,512.39 | $613,377.51 | $34,865.12 | 6.03% |
Molly Wheeler Burk Holdings LLC | 1,233 | $102,142 | $112,560.57 | $10,418.57 | 10.2% |
Kerr Financial Planning Corp Kerr Financial Planning Corp | 121 | $10,023.64 | $11,046.09 | $1,022.45 | 10.2% |