| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Barry Carpenter Cascades Capital Asset Management, LLC | 5,794 | $233,490.46 | $294,711.81 | $61,221.35 | 26.22% |
Paul V. Ryan Jr FLAGSHIP WEALTH ADVISORS, LLC | 6,047 | $302,894 | $303,075.64 | $181.64 | 0.06% |
Goldstone Financial Group LLC Goldstone Financial Group LLC | 10,119 | $281,581.41 | $510,301.17 | $228,719.76 | 81.23% |
Comprehensive Financial Planning Inc./PA Comprehensive Financial Planning Inc./PA | 63,633 | $2.67M | $3.2M | $533,705.47 | 20.02% |
VestGen Advisors LLC VestGen Advisors LLC | 16,035 | $794,637.32 | $819,308.32 | $24,671 | 3.1% |
Avi Kantor Certior Financial Group LLC | 5,167 | $223,012.35 | $262,199.41 | $39,187.06 | 17.57% |
Barnes Wealth Management Group Inc. Barnes Wealth Management Group Inc. | 13,309 | $589,090.74 | $672,503.77 | $83,413.03 | 14.16% |