| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Rossby Financial LLC Rossby Financial LLC | 2,875 | $124,263.17 | $147,200 | $22,936.83 | 18.46% |
Topsail Wealth Management LLC Topsail Wealth Management LLC | 10,140 | $412,016.48 | $524,339.4 | $112,322.92 | 27.26% |
| MAS MPWM Advisory Solutions LLC MPWM Advisory Solutions LLC | 314 | $13,155.05 | $16,225.95 | $3,070.9 | 23.34% |
| BJR Brian Joseph Rellihan Wise Wealth Partners | 5,267 | $212,049 | $272,461.91 | $60,412.91 | 28.49% |
Ameriflex Group Inc. Ameriflex Group Inc. | 4,032 | $172,515 | $206,438.4 | $33,923.4 | 19.66% |
| DR Don Ruffin Park Square Financial Group LLC | 14,667 | $590,491.65 | $760,483.95 | $169,992.3 | 28.79% |
Copia Wealth Management Copia Wealth Management | 318 | $12,803 | $16,432.65 | $3,629.65 | 28.35% |
J Hagan Capital Inc. J Hagan Capital Inc. | 18,699 | $854,414.05 | $959,258.7 | $104,844.65 | 12.27% |
Candy Palugi Claris Financial LLC | 11,206 | $497,554.96 | $579,406.23 | $81,851.27 | 16.45% |
QTR Family Wealth LLC QTR Family Wealth LLC | 11,288 | $490,345.26 | $583,420.28 | $93,075.02 | 18.98% |
Wisconsin Wealth Advisors LLC Wisconsin Wealth Advisors LLC | 96,186 | $3.92M | $4.94M | $1.02M | 25.9% |
Sarah H. Schmidt Summit Wealth Group LLC / CO | 27,371 | $1.22M | $1.42M | $191,682.64 | 15.67% |
Provenance Wealth Advisors LLC Provenance Wealth Advisors LLC | 7,712 | $340,750.04 | $398,556.16 | $57,806.12 | 16.96% |
IFS Group LLC IFS Group LLC | 39,848 | $1.75M | $2.04M | $294,745.86 | 16.84% |
Basepoint Wealth LLC Basepoint Wealth LLC | 21,272 | $821,154.11 | $1.1M | $278,182.85 | 33.88% |
Kerr Financial Planning Corp Kerr Financial Planning Corp | 3,585 | $156,594.67 | $185,075.62 | $28,480.95 | 18.19% |