| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| JH Julie Hazzard 10Elms LLP | 1,115 | $56,075.57 | $56,073.35 | -$2.22 | - |
| MAS MPWM Advisory Solutions LLC MPWM Advisory Solutions LLC | 100 | $4,871 | $5,026 | $155 | 3.18% |
Ameriflex Group Inc. Ameriflex Group Inc. | 3,490 | $170,110.79 | $175,337.6 | $5,226.81 | 3.07% |
| DR Don Ruffin Park Square Financial Group LLC | 12 | $584.6 | $606.66 | $22.06 | 3.77% |
Candy Palugi Claris Financial LLC | 4,215 | $207,167 | $212,836.42 | $5,669.42 | 2.74% |
Stillwater Wealth Management Group Stillwater Wealth Management Group | 22,700 | $1.14M | $1.14M | -$2,358.8 | -0.21% |
Forefront Wealth Partners LLC Forefront Wealth Partners LLC | 13,815 | $682,813.88 | $698,210.1 | $15,396.22 | 2.25% |
Winnow Wealth LLC Winnow Wealth LLC | 6,080 | $304,135.92 | $305,459.2 | $1,323.28 | 0.44% |
Gibbs Wealth Management Gibbs Wealth Management | 7,593 | $373,520.76 | $382,117.72 | $8,596.96 | 2.3% |
Sarah H. Schmidt Summit Wealth Group LLC / CO | 4,125 | $202,743.65 | $207,508.12 | $4,764.47 | 2.35% |
IFS Group LLC IFS Group LLC | 8,575 | $421,982.77 | $430,379.25 | $8,396.48 | 1.99% |