| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Jefferson H. West Legacy Investment Solutions LLC | 34,680 | $1.69M | $2.32M | $629,419.46 | 37.16% |
| FLP Financial Life Planners Financial Life Planners | 2,786 | $144,607.53 | $186,634.14 | $42,026.61 | 29.06% |
Blueprint Financial Advisors LLC Blueprint Financial Advisors LLC | 58,283 | $3.93M | $4.21M | $280,923.6 | 7.15% |
| CW Chung Wu Chung Wu Investment Group LLC | 3,040 | $157,180.4 | $203,649.6 | $46,469.2 | 29.56% |
Bernard Wealth Management Corp Bernard Wealth Management Corp | 10,652 | $492,761.52 | $747,131.28 | $254,369.76 | 51.62% |
Defined Financial Planning LLC Defined Financial Planning LLC | 9,764 | $558,207.88 | $654,090.36 | $95,882.48 | 17.18% |
Timothy Dwight SpringVest Wealth Management LLC | 5,436 | $226,025.8 | $364,157.64 | $138,131.84 | 61.11% |
Crystal Prachyl Legacy Capital Wealth Management LLC | 8,243 | $381,271.72 | $589,704.22 | $208,432.5 | 54.67% |