| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| FLP Financial Life Planners Financial Life Planners | 127 | $4,296 | $4,581.52 | $285.52 | 6.65% |
Bryan Molinar Atlas Legacy Advisors LLC | 35,550 | $1.2M | $1.28M | $82,479.65 | 6.87% |
Freedom Financial Partners LLC Freedom Financial Partners LLC | 447,824 | $15.21M | $16.17M | $955,398.27 | 6.28% |
| RH Richard Harris Aspire Growth Partners LLC | 15,835 | $445,887.17 | $571,643.5 | $125,756.33 | 28.2% |
| ECC Elizabeth C. Carr CLG LLC | 24,830 | $790,321.5 | $910,764.4 | $120,442.9 | 15.24% |
| QFW QTR Family Wealth LLC QTR Family Wealth LLC | 9,856 | $328,279.08 | $357,427.84 | $29,148.76 | 8.88% |
| WWA Wisconsin Wealth Advisors LLC Wisconsin Wealth Advisors LLC | 39,055 | $1.32M | $1.42M | $94,498.27 | 7.15% |