| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Harbor Asset Planning Inc. Harbor Asset Planning Inc. | 2,730 | $131,701.84 | $164,603.98 | $32,902.14 | 24.98% |
Frank Tehel October Effect Ltd. | 27,310 | $1.48M | $1.65M | $165,936.2 | 11.21% |
| HIW Holos Integrated Wealth LLC Holos Integrated Wealth LLC | 81,193 | $3.43M | $5.02M | $1.59M | 46.46% |
Sarah H. Schmidt Summit Wealth Group LLC / CO | 54,390 | $2.98M | $3.28M | $298,057.4 | 9.99% |
Base Wealth Management LLC Base Wealth Management LLC | 5,376 | $284,145.38 | $324,280.32 | $40,134.94 | 14.12% |