| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Meriwether Wealth & Planning LLC Meriwether Wealth & Planning LLC | 26 | $1,412 | $1,500.46 | $88.46 | 6.26% |
| WBC William Bradley Clayton Sagespring Wealth Partners LLC | 4,692 | $265,614.15 | $277,039.14 | $11,424.99 | 4.3% |
Rossby Financial LLC Rossby Financial LLC | 32 | $1,492.39 | $1,838.08 | $345.69 | 23.16% |
| MAS MPWM Advisory Solutions LLC MPWM Advisory Solutions LLC | 114 | $3,119 | $6,719.16 | $3,600.16 | 115.43% |
| DWM Dogwood Wealth Management LLC Dogwood Wealth Management LLC | 120 | $6,490.56 | $7,089.6 | $599.04 | 9.23% |
Copia Wealth Management Copia Wealth Management | 34 | $1,691.16 | $2,003.96 | $312.8 | 18.5% |
Kilter Group LLC Kilter Group LLC | 333 | $18,580.94 | $19,127.52 | $546.58 | 2.94% |
John H. Bai Credential Securities Inc. | 15,817 | $587,127 | $926,797.11 | $339,670.11 | 57.85% |
Molly Wheeler Burk Holdings LLC | 33 | $1,868 | $1,941.39 | $73.39 | 3.93% |
Plan A Wealth LLC Plan A Wealth LLC | 5,992 | $254,399.08 | $350,082.6 | $95,683.52 | 37.61% |