| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| CWM Copia Wealth Management Copia Wealth Management | 130 | $7,050 | $9,217 | $2,167 | 30.74% |
Wood Tarver Financial Group LLC Wood Tarver Financial Group LLC | 10,351 | $561,334.73 | $735,749.08 | $174,414.35 | 31.07% |
| BFS Beacon Financial Strategies Corp Beacon Financial Strategies Corp | 2,448 | $167,777 | $169,377.12 | $1,600.12 | 0.95% |
David K. Gilmore Equity Wealth Partners LLC | 5,722 | $345,748.19 | $395,905.18 | $50,156.99 | 14.51% |