| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| WBC William Bradley Clayton Sagespring Wealth Partners LLC | 9,759 | $274,190.07 | $376,551.01 | $102,360.94 | 37.33% |
| MAS MPWM Advisory Solutions LLC MPWM Advisory Solutions LLC | 28,456 | $1.18M | $1.1M | -$86,498.3 | -7.31% |
| DWM Dogwood Wealth Management LLC Dogwood Wealth Management LLC | 259,990 | $6.52M | $10.03M | $3.51M | 53.77% |
Ameriflex Group Inc. Ameriflex Group Inc. | 100 | $4,505 | $3,858.5 | -$646.5 | -14.35% |
David R. Hess Wealth Management Associates Inc. | 6,755 | $203,596 | $260,911.87 | $57,315.87 | 28.15% |
| TFI Towarzystwo Funduszy Inwestycyjnych PZU SA Towarzystwo Funduszy Inwestycyjnych PZU SA | 12,900 | $532,267 | $498,262.5 | -$34,004.5 | -6.39% |
| HIW Holos Integrated Wealth LLC Holos Integrated Wealth LLC | 500 | $22,600 | $19,500 | -$3,100 | -13.72% |
| AIG Abbington Investment Group Abbington Investment Group | 13,405 | $498,531 | $517,500.02 | $18,969.02 | 3.8% |