| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Tandem Financial LLC Tandem Financial LLC | 19,355 | $3.01M | $3.45M | $443,384.02 | 14.73% |
VestGen Advisors LLC VestGen Advisors LLC | 3,106 | $441,952.74 | $552,464.22 | $110,511.48 | 25.01% |
| FLP Financial Life Planners Financial Life Planners | 109 | $15,544 | $19,473.94 | $3,929.94 | 25.28% |
| GPW Grant Private Wealth Management Inc. Grant Private Wealth Management Inc. | 3,129 | $618,791.21 | $552,800.43 | -$65,990.78 | -10.66% |
| FDW Fourth Dimension Wealth LLC Fourth Dimension Wealth LLC | 100 | $15,986 | $17,648.5 | $1,662.5 | 10.4% |