| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Robert R Schulz Schulz Wealth, LTD. | 23,700 | $521,637 | $550,077 | $28,440 | 5.45% |
| AIM Advyzon Investment Management LLC Advyzon Investment Management, LLC | 10,943 | $237,581.13 | $262,632 | $25,050.87 | 10.54% |
| RN Ron New Whipplewood Advisors LLC | 2,313 | $48,874.61 | $54,193.59 | $5,318.98 | 10.88% |
MSH Capital Advisors LLC MSH Capital Advisors LLC | 12,734 | $294,028 | $305,361.32 | $11,333.32 | 3.85% |
| KH Kristine Harrell Uniting Wealth Partners LLC | 29,773 | $687,459 | $711,276.97 | $23,817.97 | 3.46% |
| RFL Rossby Financial LLC Rossby Financial LLC | 283 | $6,192 | $6,630.69 | $438.69 | 7.08% |
| DR Don Ruffin Park Square Financial Group LLC | 26 | $564.18 | $609.18 | $45 | 7.98% |
Winnow Wealth LLC Winnow Wealth LLC | 53,962 | $1.19M | $1.26M | $69,763.08 | 5.84% |