| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
David W. Young III Clarion Wealth Managment Partners LLC | 3,025 | $406,478.63 | $483,667.25 | $77,188.62 | 18.99% |
Sarah H. Schmidt Summit Wealth Group LLC / CO | 3,679 | $527,311.36 | $553,763.08 | $26,451.72 | 5.02% |
| TPF Tribridge Partners Financial LLC Tribridge Partners Financial LLC | 2,787 | $374,544.93 | $419,499.24 | $44,954.31 | 12% |
| BFS Beacon Financial Strategies Corp Beacon Financial Strategies Corp | 8 | $1,147 | $1,204.16 | $57.16 | 4.98% |
United Financial Planning Group LLC United Financial Planning Group LLC | 229 | $32,694.11 | $35,909.49 | $3,215.38 | 9.83% |
Kerr Financial Planning Corp Kerr Financial Planning Corp | 200 | $29,306 | $30,104 | $798 | 2.72% |
| WMA William Mack & Associates Inc. William Mack & Associates Inc. | 8,879 | $1.09M | $1.34M | $251,366.7 | 23.17% |
David K. Gilmore Equity Wealth Partners LLC | 1,938 | $276,318.74 | $291,707.76 | $15,389.02 | 5.57% |