| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Heritage Oak Wealth Advisors LLC HERITAGE OAK WEALTH ADVISORS LLC | 32,231 | $1.15M | $1.35M | $198,009.47 | 17.15% |
Nova Wealth Management Inc. Nova Wealth Management Inc. | 19,305 | $699,009.06 | $812,933.55 | $113,924.49 | 16.3% |
| CMP Craig M. Pesce Marshall & Sterling Wealth Advisors Inc. | 107,250 | $3.9M | $4.5M | $608,039.4 | 15.61% |
Barnes Wealth Management Group Inc. Barnes Wealth Management Group Inc. | 5,529 | $234,180.45 | $231,941.55 | -$2,238.9 | -0.96% |
| AS Aryn Sands GK Wealth Management LLC | 753 | $32,617.7 | $31,859.43 | -$758.27 | -2.32% |
Caldwell Trust Co Caldwell Trust Co | 28 | $1,000.5 | $1,184.12 | $183.62 | 18.35% |