| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Ameriflex Group Inc. Ameriflex Group Inc. | 4,720 | $182,098 | $185,826.4 | $3,728.4 | 2.05% |
| BWL Balance Wealth LLC Balance Wealth LLC | 53,395 | $1.73M | $2.05M | $322,544.59 | 18.7% |
Winnow Wealth LLC Winnow Wealth LLC | 239,310 | $8.85M | $9.18M | $323,068.5 | 3.65% |
| HIW Holos Integrated Wealth LLC Holos Integrated Wealth LLC | 125,326 | $4.63M | $4.81M | $171,546.99 | 3.7% |
| BFS Beacon Financial Strategies Corp Beacon Financial Strategies Corp | 13,987 | $539,619 | $536,401.45 | -$3,217.55 | -0.6% |
| WMA William Mack & Associates Inc. William Mack & Associates Inc. | 13,082 | $504,704 | $501,694.7 | -$3,009.3 | -0.6% |