| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| DN Daniel Newman Noble Wealth Management PBC | 575 | $24,236.25 | $29,095 | $4,858.75 | 20.05% |
Grantvest Financial Group LLC Grantvest Financial Group LLC | 7,431 | $326,120.55 | $376,008.6 | $49,888.05 | 15.3% |
| WBC William Bradley Clayton Sagespring Wealth Partners LLC | 4,668 | $221,123 | $236,294.16 | $15,171.16 | 6.86% |
Topsail Wealth Management LLC Topsail Wealth Management LLC | 168 | $7,172 | $8,503.32 | $1,331.32 | 18.56% |
Wood Tarver Financial Group LLC Wood Tarver Financial Group LLC | 37,369 | $1.61M | $1.89M | $282,539.95 | 17.56% |
Winnow Wealth LLC Winnow Wealth LLC | 6,594 | $309,918 | $333,887.19 | $23,969.19 | 7.73% |