| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Bruce Barton Parkworth Wealth Management, Inc. | 5,297 | $217,834.97 | $274,728.9 | $56,893.93 | 26.12% |
Millstone Evans Group LLC Millstone Evans Group LLC | 23 | $979 | $1,201.06 | $222.06 | 22.68% |
Highline Wealth Partners LLC Highline Wealth Partners LLC | 810 | $34,490 | $41,747.24 | $7,257.24 | 21.04% |
Heck Capital Advisors LLC Heck Capital Advisors LLC | 6,462 | $213,322.48 | $334,990.08 | $121,667.6 | 57.03% |
| JC Jamie Cahal Corient IA LLC | 900 | $39,184 | $46,548 | $7,364 | 18.79% |
Birchbrook Inc. Birchbrook Inc. | 11,617 | $469,013.46 | $600,947.41 | $131,933.95 | 28.13% |
Bonnie Courtney Cambridge Financial Group LLC | 12,161 | $465,251.67 | $627,264.38 | $162,012.71 | 34.82% |