| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
VestGen Advisors LLC VestGen Advisors LLC | 5,449 | $212,625.51 | $244,006.22 | $31,380.71 | 14.76% |
Samira Kadam Synergy Investment Management LLC | 302 | $12,140.37 | $13,517.52 | $1,377.15 | 11.34% |
| CAJ Carl Amos Johnson Grove Street Fiduciary LLC | 10,073 | $307,024.95 | $451,068.94 | $144,043.99 | 46.92% |
| JA Jonathan Ameen Impact Capital Partners LLC | 6,242 | $306,982 | $287,444.09 | -$19,537.91 | -6.36% |
| OFG Opulen Financial Group LLC Opulen Financial Group LLC | 14,636 | $448,916.78 | $656,131.88 | $207,215.1 | 46.16% |
Defined Financial Planning LLC Defined Financial Planning LLC | 136,181 | $4.19M | $6.08M | $1.89M | 45.14% |
| SS Spencer Schwarting Cornerstone Financial Group LLC /NE/ | 12,770 | $390,341.01 | $571,840.6 | $181,499.59 | 46.5% |
Fischer Financial Services Inc. Fischer Financial Services Inc. | 24,202 | $779,870.39 | $1.08M | $301,474.97 | 38.66% |
Nicole Reese WPG Advisers LLC | 72 | $2,194.47 | $3,227.76 | $1,033.29 | 47.09% |