| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| TR Tyler Rudek Heritage Wealth Architects Inc. | 81,715 | $2.6M | $2.98M | $373,985.93 | 14.36% |
| HIW Holos Integrated Wealth LLC Holos Integrated Wealth LLC | 585,255 | $17.86M | $21.33M | $3.48M | 19.49% |
| SHS Sarah H. Schmidt Summit Wealth Group LLC / CO | 44,233 | $1.52M | $1.61M | $97,091.81 | 6.41% |
| FSL Fearless Solutions LLC dba Best Invest Fearless Solutions LLC dba Best Invest | 6,850 | $228,927 | $249,682.5 | $20,789.75 | 9.08% |
| DKG David K. Gilmore Equity Wealth Partners LLC | 18,453 | $618,173.38 | $672,611.85 | $54,530.73 | 8.82% |