| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| DR Don Ruffin Park Square Financial Group LLC | 9,639 | $234,439.66 | $297,700.51 | $63,260.85 | 26.98% |
Copia Wealth Management Copia Wealth Management | 74,881 | $2.01M | $2.33M | $325,023.07 | 16.19% |
Maseco LLP Maseco LLP | 17,060 | $412,052.11 | $530,566 | $118,513.89 | 28.76% |
Holos Integrated Wealth LLC Holos Integrated Wealth LLC | 98 | $2,344.28 | $3,054.66 | $710.38 | 30.3% |
Sarah H. Schmidt Summit Wealth Group LLC / CO | 7,409 | $212,712 | $230,901.48 | $18,189.48 | 8.55% |
Basepoint Wealth LLC Basepoint Wealth LLC | 221 | $5,995.64 | $6,886.34 | $890.7 | 14.86% |
Fearless Solutions LLC dba Best Invest Fearless Solutions LLC dba Best Invest | 9,782 | $247,616.4 | $303,339.82 | $55,723.42 | 22.5% |