| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Ameriflex Group Inc. Ameriflex Group Inc. | 2,770 | $121,630.5 | $132,710.7 | $11,080.2 | 9.11% |
Wood Tarver Financial Group LLC Wood Tarver Financial Group LLC | 12,634 | $508,670.88 | $605,294.94 | $96,624.06 | 19% |
| PWM PTM Wealth Management LLC PTM Wealth Management LLC | 5,378 | $214,743.54 | $257,686.87 | $42,943.33 | 20% |