| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Bernard Wealth Management Corp Bernard Wealth Management Corp | 4,228 | $169,940.42 | $196,728.84 | $26,788.42 | 15.76% |
| HM Howard Morin Helium Advisors LLC | 9,135 | $361,439.02 | $425,051.55 | $63,612.53 | 17.6% |
| KD Keith Dwyer LeClair Wealth Partners LLC | 11,073 | $477,357 | $515,226.69 | $37,869.69 | 7.93% |
| KV Katherine Vessenes Vestment Financial LLC | 7,486 | $331,105.35 | $348,660.45 | $17,555.1 | 5.3% |
| LS Larry Steckler Blue Sky Capital Consultants Group Inc. | 11,095 | $487,292.2 | $516,749.62 | $29,457.42 | 6.05% |
Integrity Advisory Solutions LLC Integrity Advisory Solutions LLC | 18,107 | $795,259.87 | $842,880.85 | $47,620.98 | 5.99% |
Wood Tarver Financial Group LLC Wood Tarver Financial Group LLC | 20,181 | $811,881.45 | $939,425.55 | $127,544.1 | 15.71% |
| PWM PTM Wealth Management LLC PTM Wealth Management LLC | 19,470 | $756,409.5 | $907,107.3 | $150,697.8 | 19.92% |