| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Rossby Financial LLC Rossby Financial LLC | 9,365 | $301,834 | $331,801.95 | $29,967.95 | 9.93% |
| JH Julie Hazzard 10Elms LLP | 34,214 | $957,308.17 | $1.2M | $238,128.99 | 24.87% |
Integrity Advisory Solutions LLC Integrity Advisory Solutions LLC | 28,678 | $913,396.06 | $1M | $87,896.31 | 9.62% |
| AS Aryn Sands GK Wealth Management LLC | 70 | $2,380 | $2,501.8 | $121.8 | 5.12% |
Investment Research Partners LLC Investment Research Partners LLC | 13,408 | $411,119.18 | $468,743.68 | $57,624.5 | 14.02% |
Winnow Wealth LLC Winnow Wealth LLC | 12,029 | $360,870 | $426,187.47 | $65,317.47 | 18.1% |
Stonebridge Wealth Management LLC Stonebridge Wealth Management LLC | 53,419 | $1.74M | $1.87M | $126,828.7 | 7.29% |
Invested Advisors Invested Advisors | 12,492 | $389,251.59 | $438,031.98 | $48,780.39 | 12.53% |