| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| AIM Advyzon Investment Management LLC Advyzon Investment Management, LLC | 137,265 | $5.04M | $5.34M | $302,259.15 | 6% |
| TWP Triad Wealth Partners LLC Triad Wealth Partners, LLC | 11,238 | $409,962 | $437,102.01 | $27,140.01 | 6.62% |
Bryan Gort Quest 10 Wealth Builders, Inc. | 5,467 | $191,835.34 | $212,447.62 | $20,612.28 | 10.74% |
Smart Wealth LLC Smart Wealth LLC | 24,027 | $885,943.65 | $930,325.44 | $44,381.79 | 5.01% |
Grantvest Financial Group LLC Grantvest Financial Group LLC | 38,320 | $1.29M | $1.49M | $199,525.04 | 15.5% |
| MDR Michael D. Richards Jr. Capital A Wealth Management LLC | 75 | $2,522.25 | $2,910.37 | $388.12 | 15.39% |
| KD Keith Dwyer LeClair Wealth Partners LLC | 44,490 | $1.62M | $1.73M | $102,549.65 | 6.32% |