| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Goldstone Financial Group LLC Goldstone Financial Group LLC | 24,048 | $1.17M | $1.32M | $146,660.3 | 12.48% |
| OPW Oregon Pacific Wealth Management LLC Oregon Pacific Wealth Management LLC | 4,768 | $244,359.25 | $255,259.65 | $10,900.4 | 4.46% |
| EJP Erick J. Palacios Palacios Wealth Management LLC | 4,946 | $241,464 | $264,789.06 | $23,325.06 | 9.66% |
| DWM Dogwood Wealth Management LLC Dogwood Wealth Management LLC | 2,042 | $103,248.8 | $109,320.51 | $6,071.71 | 5.88% |