| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| FDW Fourth Dimension Wealth LLC Fourth Dimension Wealth LLC | 3,902 | $281,192 | $273,803.34 | -$7,388.66 | -2.63% |
Integrity Advisory Solutions LLC Integrity Advisory Solutions LLC | 6,935 | $449,833.4 | $486,628.95 | $36,795.55 | 8.18% |
| BDP Barnes Dennig Private Wealth Management LLC Barnes Dennig Private Wealth Management LLC | 7,713 | $442,454.85 | $541,221.21 | $98,766.36 | 22.32% |
| GWM Gibbs Wealth Management Gibbs Wealth Management | 212,191 | $13.05M | $14.89M | $1.83M | 14.05% |
| KMA Kristy Michelle Afraimi BAM Wealth Management LLC | 26,870 | $1.74M | $1.89M | $140,556.48 | 8.06% |