| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| SAM Smartleaf Asset Management LLC Smartleaf Asset Management LLC | 743 | $12,780 | $15,197.77 | $2,417.77 | 18.92% |
Jessica Vickery BlueChip Wealth Advisors LLC | 53,882 | $662,040.42 | $1.08M | $421,526.6 | 63.67% |
Grant Carroll Strategic Financial Partners, Ltd. | 13,887 | $190,064.72 | $279,267.57 | $89,202.85 | 46.93% |
Jane King Fairfield Financial Advisors, LTD | 15,397 | $285,614 | $313,944.83 | $28,330.83 | 9.92% |
| VRI Valued Retirements Inc. Valued Retirements Inc. | 11,314 | $209,882 | $231,423.34 | $21,541.34 | 10.26% |
| DN Daniel Newman Noble Wealth Management PBC | 1,000 | $16,150 | $20,110 | $3,960 | 24.52% |
| RFL Rossby Financial LLC Rossby Financial LLC | 401 | $5,441.57 | $8,064.11 | $2,622.54 | 48.19% |
Topsail Wealth Management LLC Topsail Wealth Management LLC | 28,707 | $476,368.34 | $587,190.2 | $110,821.86 | 23.26% |
Warner Group LLC Warner Group LLC | 399,427 | $6.87M | $8.03M | $1.16M | 16.94% |
| WWA Wisconsin Wealth Advisors LLC Wisconsin Wealth Advisors LLC | 54,839 | $857,823.66 | $1.1M | $244,988.63 | 28.56% |