| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| 5WL 5T Wealth LLC 5T Wealth LLC | 11,251 | $637,355.09 | $792,632.95 | $155,277.86 | 24.36% |
Philip H. Luccock Financially Speaking Inc. | 6 | $407.7 | $428.19 | $20.49 | 5.03% |
Retirement Wealth Solutions LLC Retirement Wealth Solutions LLC | 315 | $22,406 | $22,431.15 | $25.15 | 0.11% |
Anubhav Mullick Murphy & Mullick Capital Management Corp | 270 | $14,056 | $19,021.5 | $4,965.5 | 35.33% |
Jason D. Finley Finley Financial LLC | 12,735 | $683,801.5 | $909,597.37 | $225,795.87 | 33.02% |
VestGen Advisors LLC VestGen Advisors LLC | 9,198 | $624,912.12 | $656,415.27 | $31,503.15 | 5.04% |
Jeffrey N. Yoffe Yoffe Investment Management LLC | 4,327 | $225,263.62 | $309,272.32 | $84,008.7 | 37.29% |
| WBC William Bradley Clayton Sagespring Wealth Partners LLC | 19,996 | $1.17M | $1.43M | $255,661.74 | 21.86% |
| RS Ruza Susnik Triglav Investments d.o.o. | 83,589 | $4.87M | $5.91M | $1.04M | 21.33% |
| MAS MPWM Advisory Solutions LLC MPWM Advisory Solutions LLC | 1,089 | $56,692.91 | $76,720.05 | $20,027.14 | 35.33% |
| RAL Ransom Advisory Ltd. Ransom Advisory Ltd. | 350 | $24,010 | $24,657.5 | $647.5 | 2.7% |
Balance Wealth LLC Balance Wealth LLC | 10,481 | $611,383.02 | $741,006.7 | $129,623.68 | 21.2% |
SSA Swiss Advisors AG SSA Swiss Advisors AG | 5,946 | $399,497.82 | $424,306.56 | $24,808.74 | 6.21% |
LOM Asset Management Ltd. LOM Asset Management Ltd. | 2,285 | $144,526.25 | $161,549.5 | $17,023.25 | 11.78% |
Gibbs Wealth Management Gibbs Wealth Management | 6,075 | $394,960.02 | $427,983.75 | $33,023.73 | 8.36% |
Sarah Byrd Alpha Advisors LLC/VA | 3,900 | $203,034 | $277,446 | $74,412 | 36.65% |