| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Kayla Tweedy JBR Co Financial Management Inc | 16,704 | $1.09M | $1.42M | $330,906.48 | 30.32% |
Mark R. Satkoski Midwest Capital Advisors, LLC | 858 | $63,509 | $72,947.16 | $9,438.16 | 14.86% |
| NRI NFP Retirement Inc. NFP Retirement Inc. | 3,732 | $293,522.65 | $317,742.48 | $24,219.83 | 8.25% |
Scott M. Freund Family Office Research LLC | 6,360 | $470,813.79 | $541,490.4 | $70,676.61 | 15.01% |
Proactive Wealth Strategies LLC Proactive Wealth Strategies LLC | 23,753 | $1.74M | $2.02M | $281,298.43 | 16.16% |
| PB Paul Barry Stark Wealth Management LLC | 4,350 | $321,987.5 | $365,008.5 | $43,021 | 13.36% |
Nova Wealth Management Inc. Nova Wealth Management Inc. | 362 | $26,795.38 | $30,840.59 | $4,045.21 | 15.1% |
| DN Daniel Newman Noble Wealth Management PBC | 1,200 | $88,598.05 | $100,554 | $11,955.95 | 13.49% |
Ameriflex Group Inc. Ameriflex Group Inc. | 3,215 | $246,393.34 | $270,108.22 | $23,714.88 | 9.62% |
| CAM Clark Asset Management LLC Clark Asset Management LLC | 4,478 | $326,715 | $377,965.59 | $51,250.59 | 15.69% |
| MWM Mascagni Wealth Management Inc. Mascagni Wealth Management Inc. | 3,410 | $252,408.22 | $287,821.05 | $35,412.83 | 14.03% |
IFS Group LLC IFS Group LLC | 7,996 | $623,058.58 | $674,982.34 | $51,923.76 | 8.33% |