| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| JSA Jim Saulnier & Associates LLC Jim Saulnier & Associates LLC | 5,388 | $203,613 | $207,572.7 | $3,959.7 | 1.94% |
Smart Wealth LLC Smart Wealth LLC | 74,836 | $2.83M | $2.88M | $52,759.82 | 1.87% |
Barnes Dennig Private Wealth Management LLC Barnes Dennig Private Wealth Management LLC | 2,133 | $72,628.35 | $82,003.18 | $9,374.83 | 12.91% |
Anna Christine Golden Reserve Retirement LLC | 18,600 | $702,894 | $718,611 | $15,717 | 2.24% |