| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Stillwater Wealth Management Group Stillwater Wealth Management Group | 1,700 | $263,431.96 | $309,026 | $45,594.04 | 17.31% |
| BFF Byrne Financial Freedom LLC Byrne Financial Freedom LLC | 1,244 | $228,879 | $226,134.32 | -$2,744.68 | -1.2% |
| RM Rich Mowrer Brookwood Investment Group LLC | 2,193 | $325,419.33 | $398,643.54 | $73,224.21 | 22.5% |
Harbor Asset Planning Inc. Harbor Asset Planning Inc. | 1,695 | $291,710.37 | $308,117.1 | $16,406.73 | 5.62% |
Jon Lewis Midwest Trust Co | 1,502 | $256,887 | $273,033.56 | $16,146.56 | 6.29% |
Erik Bonnett Tripletail Wealth Management LLC | 182 | $33,825 | $34,430.76 | $605.76 | 1.79% |
| CTC Caldwell Trust Co Caldwell Trust Co | 100 | $18,773 | $18,178 | -$595 | -3.17% |