| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Centerpoint Advisory Group Centerpoint Advisory Group | 7,060 | $553,928 | $762,893.01 | $208,965.01 | 37.72% |
| KAB Katie A. Bruno Morey & Quinn Wealth Partners LLC | 38,795 | $3.12M | $4.18M | $1.06M | 34.13% |
Bernard Wealth Management Corp Bernard Wealth Management Corp | 528 | $38,867 | $56,744.16 | $17,877.16 | 46% |
| RFL Rossby Financial LLC Rossby Financial LLC | 2,966 | $246,105.62 | $319,067.45 | $72,961.83 | 29.65% |
| MAS MPWM Advisory Solutions LLC MPWM Advisory Solutions LLC | 2,221 | $200,620.62 | $238,968.49 | $38,347.87 | 19.11% |
Ameriflex Group Inc. Ameriflex Group Inc. | 105 | $10,351.95 | $11,318.47 | $966.52 | 9.34% |
David R. Hess Wealth Management Associates Inc. | 56,670 | $2.32M | $6.13M | $3.82M | 164.84% |
Reliant Investment Partners LLC Reliant Investment Partners LLC | 12,378 | $971,190.71 | $1.34M | $370,955.83 | 38.2% |
Jordan Grabowski Alpha Zero LLC | 3,135 | $245,972 | $339,332.4 | $93,360.4 | 37.96% |
IFS Group LLC IFS Group LLC | 5,356 | $532,493.71 | $580,640.75 | $48,147.04 | 9.04% |