| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Crystal Prachyl Legacy Capital Wealth Management LLC | 20,139 | $1.14M | $1.25M | $109,153.43 | 9.6% |
Harbor Asset Planning Inc. Harbor Asset Planning Inc. | 14,444 | $795,928.63 | $892,350.32 | $96,421.69 | 12.11% |
Erik Bonnett Tripletail Wealth Management LLC | 26,109 | $1.45M | $1.61M | $168,084.1 | 11.63% |
| HIW Holos Integrated Wealth LLC Holos Integrated Wealth LLC | 6,249 | $389,559 | $386,188.2 | -$3,370.8 | -0.87% |
Michael Behner Nautilus Advisors LLC | 4,879 | $275,546.02 | $301,668.57 | $26,122.55 | 9.48% |
Todd Arthur Gomes Sonoma Allocations LLC | 19,468 | $1.11M | $1.2M | $94,439.47 | 8.51% |
IFS Group LLC IFS Group LLC | 27,415 | $1.59M | $1.7M | $115,154.3 | 7.26% |
Fearless Solutions LLC dba Best Invest Fearless Solutions LLC dba Best Invest | 113,758 | $6.43M | $7.04M | $618,539.11 | 9.63% |
Kerr Financial Planning Corp Kerr Financial Planning Corp | 5,768 | $353,605 | $356,693.12 | $3,088.12 | 0.87% |
David K. Gilmore Equity Wealth Partners LLC | 7,538 | $433,201.48 | $465,848.4 | $32,646.92 | 7.54% |