| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| VAL VestGen Advisors LLC VestGen Advisors LLC | 17,755 | $1.13M | $1.3M | $174,385.05 | 15.48% |
| VWA VSM Wealth Advisory LLC VSM Wealth Advisory LLC | 1,509 | $94,230.24 | $110,549.34 | $16,319.1 | 17.32% |
| NWM Nova Wealth Management Inc. Nova Wealth Management Inc. | 13,963 | $906,358.77 | $1.02M | $116,570.61 | 12.86% |
| TS Todd Stoner Disciplined Investors LLC | 6,631 | $416,403.79 | $485,787.06 | $69,383.27 | 16.66% |
| CMM Comprehensive Money Management Services LLC Comprehensive Money Management Services LLC | 5,285 | $322,597.26 | $387,179.1 | $64,581.84 | 20.02% |
| WGL Warner Group LLC Warner Group LLC | 81,530 | $5.11M | $5.97M | $860,146.54 | 16.82% |
| CTC Caldwell Trust Co Caldwell Trust Co | 39 | $2,488.64 | $2,857.14 | $368.5 | 14.81% |