| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Virtue Asset Management LLC Virtue Asset Management LLC | 1,912 | $1.17M | $1.31M | $144,437 | 12.36% |
Manske Wealth Management Manske Wealth Management | 1,704 | $954,961.77 | $1.17M | $215,089.86 | 22.52% |
Wallace Jones WJ Financial Advisors LLC | 343 | $235,723 | $243,588.31 | $7,865.31 | 3.34% |
Kerr Financial Planning Corp Kerr Financial Planning Corp | 1,003 | $625,077.16 | $688,709.97 | $63,632.81 | 10.18% |
Steve Erken Maxele Advisors LLC | 8,493 | $4.5M | $6.06M | $1.56M | 34.77% |
| WMA William Mack & Associates Inc. William Mack & Associates Inc. | 3,310 | $1.98M | $2.27M | $295,231.59 | 14.93% |
David K. Gilmore Equity Wealth Partners LLC | 8,220 | $5.39M | $5.64M | $256,374.54 | 4.76% |
Steadtrust LLC Steadtrust LLC | 406 | $278,845 | $278,779.91 | -$65.09 | -0.02% |
William F. Blake PMG Family Office LLC | 952 | $585,252.95 | $653,690.82 | $68,437.87 | 11.69% |