| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| WBC William Bradley Clayton Sagespring Wealth Partners LLC | 18,636 | $831,441.87 | $912,511.74 | $81,069.87 | 9.75% |
| KV Katherine Vessenes Vestment Financial LLC | 5,460 | $221,674.91 | $267,567.3 | $45,892.39 | 20.7% |
| LS Larry Steckler Blue Sky Capital Consultants Group Inc. | 14,867 | $637,991.34 | $731,159.06 | $93,167.72 | 14.6% |
Schnieders Capital Management LLC Schnieders Capital Management LLC | 11,700 | $514,132.98 | $575,464.5 | $61,331.52 | 11.93% |
Ameriflex Group Inc. Ameriflex Group Inc. | 2,770 | $121,630.5 | $136,284 | $14,653.5 | 12.05% |
Integrity Advisory Solutions LLC Integrity Advisory Solutions LLC | 10,072 | $481,137 | $495,139.52 | $14,002.52 | 2.91% |
Wood Tarver Financial Group LLC Wood Tarver Financial Group LLC | 12,506 | $503,526.56 | $615,545.32 | $112,018.76 | 22.25% |
PTM Wealth Management LLC PTM Wealth Management LLC | 5,274 | $210,590.82 | $259,348.95 | $48,758.13 | 23.15% |