| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Ameriflex Group Inc. Ameriflex Group Inc. | 435 | $36,283.5 | $41,481.6 | $5,198.1 | 14.33% |
| CWM Copia Wealth Management Copia Wealth Management | 310 | $24,862 | $29,561.6 | $4,699.6 | 18.9% |
Milestone Asset Management Group LLC Milestone Asset Management Group LLC | 11,714 | $944,795.97 | $1.12M | $172,661.06 | 18.27% |
| MAF MJT & Associates Financial Advisory Group Inc. MJT & Associates Financial Advisory Group Inc. | 249 | $19,185.47 | $23,768.29 | $4,582.82 | 23.89% |
| CTC Caldwell Trust Co Caldwell Trust Co | 255 | $21,586 | $24,297.67 | $2,711.67 | 12.56% |
| GWM Gibbs Wealth Management Gibbs Wealth Management | 7,589 | $625,037.22 | $723,079.92 | $98,042.7 | 15.69% |
Provenance Wealth Advisors LLC Provenance Wealth Advisors LLC | 100 | $7,705 | $9,528 | $1,823 | 23.66% |
Bonnie Courtney Cambridge Financial Group LLC | 19,146 | $1.45M | $1.82M | $370,578.7 | 25.6% |
| BML Berman McAleer LLC Berman McAleer LLC | 15,351 | $1.28M | $1.45M | $170,856.83 | 13.34% |