| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Sarah H. Schmidt Summit Wealth Group LLC / CO | 7,573 | $1.37M | $1.82M | $448,404.12 | 32.64% |
| BFS Beacon Financial Strategies Corp Beacon Financial Strategies Corp | 205 | $40,935 | $49,328.12 | $8,393.12 | 20.5% |
| BWL Basepoint Wealth LLC Basepoint Wealth LLC | 28 | $5,082 | $6,750.8 | $1,668.8 | 32.84% |
United Financial Planning Group LLC United Financial Planning Group LLC | 4 | $799 | $962.5 | $163.5 | 20.46% |
| SWM Steinberganna Wealth Management Steinberganna Wealth Management | 2,108 | $412,791.63 | $507,237.5 | $94,445.87 | 22.88% |
| BML Berman McAleer LLC Berman McAleer LLC | 1,775 | $347,652 | $430,792.5 | $83,140.5 | 23.91% |
Adam Weisner Sherman Porfolios LLC | 1,587 | $274,979.49 | $382,625.7 | $107,646.21 | 39.15% |
Portus Wealth Advisors LLC Portus Wealth Advisors LLC | 1,260 | $246,784 | $303,786 | $57,002 | 23.1% |