| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| LIL LifeGoal Investments LLC LifeGoal Investments LLC | 4,994 | $545,963.47 | $611,015.9 | $65,052.43 | 11.92% |
| GJM Gabriel J. Markiz Portland Financial Advisors Inc. | 11,328 | $1.24M | $1.39M | $148,962.84 | 12.04% |
| RFL Rossby Financial LLC Rossby Financial LLC | 1,107 | $132,297 | $135,446.98 | $3,149.98 | 2.38% |
| KV Katherine Vessenes Vestment Financial LLC | 2,826 | $314,738.96 | $345,746.97 | $31,008.01 | 9.85% |
Nicole Reese WPG Advisers LLC | 2,796 | $305,606.34 | $340,944.24 | $35,337.9 | 11.56% |
James V. Thompson Jr. Bulwark Capital Corp | 7,182 | $859,994.57 | $875,773.08 | $15,778.51 | 1.83% |
| HIW Holos Integrated Wealth LLC Holos Integrated Wealth LLC | 854 | $93,222.01 | $103,965.96 | $10,743.95 | 11.53% |
| BWL Basepoint Wealth LLC Basepoint Wealth LLC | 195 | $23,257.42 | $23,757.82 | $500.4 | 2.15% |