| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Grantvest Financial Group LLC Grantvest Financial Group LLC | 6,243 | $225,132 | $231,022.21 | $5,890.21 | 2.62% |
AssuredPartners Investment Advisors LLC AssuredPartners Investment Advisors LLC | 6,797 | $215,737.12 | $249,687.79 | $33,950.67 | 15.74% |
Bernard Wealth Management Corp Bernard Wealth Management Corp | 750 | $20,190 | $27,600 | $7,410 | 36.7% |
| LS Larry Steckler Blue Sky Capital Consultants Group Inc. | 47,413 | $1.54M | $1.76M | $215,362 | 13.98% |
Brucke Financial Inc. Brucke Financial Inc. | 8,383 | $241,323.8 | $310,799.72 | $69,475.92 | 28.79% |
Kilter Group LLC Kilter Group LLC | 650 | $19,596.25 | $24,089 | $4,492.75 | 22.93% |
David Dirks Plum Street Advisors LLC | 670,890 | $15.86M | $24.87M | $9.01M | 56.81% |