| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| BWM Barnes Wealth Management Group Inc. Barnes Wealth Management Group Inc. | 52,374 | $934,542.34 | $949,540.62 | $14,998.28 | 1.6% |
| SSA SSA Swiss Advisors AG SSA Swiss Advisors AG | 6,031 | $106,658 | $109,342.03 | $2,684.03 | 2.52% |
| IWC Infinity Wealth Counsel LLC Infinity Wealth Counsel LLC | 10,000 | $182,200 | $181,300 | -$900 | -0.49% |
| RM Rich Mowrer Brookwood Investment Group LLC | 102,650 | $1.75M | $1.86M | $109,659.4 | 6.26% |
| YKW Yee Ki Wan KW Wealth Management LLC | 22,885 | $392,962.87 | $414,905.05 | $21,942.18 | 5.58% |
| WWL Winnow Wealth LLC Winnow Wealth LLC | 15,205 | $273,690 | $275,666.65 | $1,976.65 | 0.72% |
| TGE Thomas George Efthimiou Meadowbrook Wealth Management LLC | 22,100 | $379,386.5 | $400,673 | $21,286.5 | 5.61% |
| KFP Kerr Financial Planning Corp Kerr Financial Planning Corp | 1,831 | $31,993.66 | $33,196.03 | $1,202.37 | 3.76% |
| PWA Portus Wealth Advisors LLC Portus Wealth Advisors LLC | 23 | $403 | $416.99 | $13.99 | 3.47% |
| WFB William F. Blake PMG Family Office LLC | 83,839 | $1.43M | $1.52M | $93,628.2 | 6.56% |