| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
QTR Family Wealth LLC QTR Family Wealth LLC | 33,729 | $1.85M | $2.38M | $529,877.14 | 28.69% |
Forefront Wealth Partners LLC Forefront Wealth Partners LLC | 20,509 | $1.25M | $1.45M | $194,898.08 | 15.55% |
| AS Aryn Sands GK Wealth Management LLC | 34 | $2,114.75 | $2,349.06 | $234.31 | 11.08% |
Justin Boggs Optima Capital LLC | 4,549 | $257,293.43 | $320,977.44 | $63,684.01 | 24.75% |
Crystal Prachyl Legacy Capital Wealth Management LLC | 19,427 | $1.1M | $1.36M | $265,081.45 | 24.16% |
Harbor Asset Planning Inc. Harbor Asset Planning Inc. | 13,518 | $744,909.24 | $951,937.56 | $207,028.32 | 27.79% |
Erik Bonnett Tripletail Wealth Management LLC | 18,027 | $998,014.67 | $1.27M | $271,446.67 | 27.2% |
Holos Integrated Wealth LLC Holos Integrated Wealth LLC | 4,992 | $311,198.36 | $351,436.8 | $40,238.44 | 12.93% |
Michael Behner Nautilus Advisors LLC | 4,262 | $241,019.14 | $300,982.44 | $59,963.3 | 24.88% |
Todd Arthur Gomes Sonoma Allocations LLC | 10,488 | $602,974.02 | $737,621.04 | $134,647.02 | 22.33% |
IFS Group LLC IFS Group LLC | 8,775 | $507,366.88 | $615,215.25 | $107,848.37 | 21.26% |
Fearless Solutions LLC dba Best Invest Fearless Solutions LLC dba Best Invest | 115,817 | $6.56M | $8.16M | $1.6M | 24.3% |
Kerr Financial Planning Corp Kerr Financial Planning Corp | 5,823 | $357,025.67 | $408,774.6 | $51,748.93 | 14.49% |
David K. Gilmore Equity Wealth Partners LLC | 7,016 | $403,202.65 | $492,032.08 | $88,829.43 | 22.03% |