| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Thomas Higgins Balanced Rock Investment Advisors LLC | 8,019 | $321,733.2 | $426,570.7 | $104,837.5 | 32.59% |
Brady Green GGM Financials LLC | 2,002 | $105,579 | $103,301.2 | -$2,277.8 | -2.16% |
Bruce Barton Parkworth Wealth Management, Inc. | 5,297 | $217,834.97 | $273,319.9 | $55,484.93 | 25.47% |
Millstone Evans Group LLC Millstone Evans Group LLC | 49 | $2,350.63 | $2,564.44 | $213.81 | 9.1% |
Highline Wealth Partners LLC Highline Wealth Partners LLC | 810 | $34,490 | $41,795.19 | $7,305.19 | 21.18% |
Heck Capital Advisors LLC Heck Capital Advisors LLC | 6,462 | $213,322.48 | $333,432.74 | $120,110.26 | 56.3% |
Birchbrook Inc. Birchbrook Inc. | 11,617 | $469,013.46 | $599,425.58 | $130,412.12 | 27.81% |
Bonnie Courtney Cambridge Financial Group LLC | 12,161 | $465,251.67 | $627,495.44 | $162,243.77 | 34.87% |