| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Curtis Burkholder Bare Financial Services, Inc | 39,535 | $1.56M | $1.68M | $115,801.87 | 7.4% |
| SAM Smartleaf Asset Management LLC Smartleaf Asset Management LLC | 485 | $18,245 | $20,505.8 | $2,260.8 | 12.39% |
| FWP Family Wealth Partners LLC FAMILY WEALTH PARTNERS, LLC | 47,433 | $1.9M | $2.02M | $115,738.45 | 6.09% |
Lifewealth Investments LLC LifeWealth Investments, LLC | 9,040 | $359,056.62 | $388,313.2 | $29,256.58 | 8.15% |
| CJC Christopher J. Ciehanski Centricity Wealth Management LLC | 2,119 | $77,037 | $90,746.17 | $13,709.17 | 17.8% |
Jared Calvert Christian Investment Advisors Inc. | 411,912 | $15.57M | $17.63M | $2.06M | 13.24% |
Sarah H. Schmidt Summit Wealth Group LLC / CO | 14,409 | $560,766.67 | $617,209.51 | $56,442.84 | 10.07% |