| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| DRH David R. Hess Wealth Management Associates Inc. | 107,445 | $844,055.86 | $868,155.6 | $24,099.74 | 2.85% |
| JB Justin Boggs Optima Capital LLC | 550 | $5,484 | $4,444 | -$1,040 | -18.96% |
| BFG Birch Financial Group LLC Birch Financial Group LLC | 110,039 | $1.28M | $889,115.12 | -$392,994.36 | -30.65% |
| TGI Torrey Growth & Income Advisors Torrey Growth & Income Advisors | 64,050 | $638,578.61 | $517,524 | -$121,054.61 | -18.96% |
| UFP United Financial Planning Group LLC United Financial Planning Group LLC | 163 | $1,625 | $1,317.04 | -$307.96 | -18.95% |
| SWM Steinberganna Wealth Management Steinberganna Wealth Management | 20,475 | $329,238 | $165,438 | -$163,800 | -49.75% |
| KFP Kerr Financial Planning Corp Kerr Financial Planning Corp | 19,000 | $305,520 | $153,520 | -$152,000 | -49.75% |