| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| ML Maseco LLP Maseco LLP | 17,060 | $412,052.11 | $492,607.5 | $80,555.39 | 19.55% |
| HIW Holos Integrated Wealth LLC Holos Integrated Wealth LLC | 228 | $5,454.03 | $6,525.36 | $1,071.33 | 19.64% |
Sarah H. Schmidt Summit Wealth Group LLC / CO | 7,409 | $212,712 | $213,860.78 | $1,148.78 | 0.54% |
| BWL Basepoint Wealth LLC Basepoint Wealth LLC | 273 | $7,208.82 | $7,874.68 | $665.86 | 9.24% |
Fearless Solutions LLC dba Best Invest Fearless Solutions LLC dba Best Invest | 9,782 | $247,616.4 | $282,357.43 | $34,741.03 | 14.03% |