| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| ML Maseco LLP Maseco LLP | 17,060 | $412,052.11 | $493,716.4 | $81,664.29 | 19.82% |
| HIW Holos Integrated Wealth LLC Holos Integrated Wealth LLC | 98 | $2,344.28 | $2,836.12 | $491.84 | 20.98% |
Sarah H. Schmidt Summit Wealth Group LLC / CO | 7,409 | $212,712 | $214,416.46 | $1,704.46 | 0.8% |
| BWL Basepoint Wealth LLC Basepoint Wealth LLC | 221 | $5,995.64 | $6,389.11 | $393.47 | 6.56% |
Fearless Solutions LLC dba Best Invest Fearless Solutions LLC dba Best Invest | 9,782 | $247,616.4 | $283,091.08 | $35,474.68 | 14.33% |