| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Blalock Williams LLC Blalock Williams LLC | 875 | $215,434 | $240,187.5 | $24,753.5 | 11.49% |
Plan A Wealth LLC Plan A Wealth LLC | 1,107 | $244,602.7 | $303,041.25 | $58,438.55 | 23.89% |
Fearless Solutions LLC dba Best Invest Fearless Solutions LLC dba Best Invest | 25,501 | $5.64M | $6.94M | $1.3M | 23.09% |
Berman McAleer LLC Berman McAleer LLC | 710 | $213,320 | $194,909.2 | -$18,410.8 | -8.63% |
Payne Capital LLC Payne Capital LLC | 700 | $210,315 | $191,303 | -$19,012 | -9.04% |
Virtue Asset Management LLC Virtue Asset Management LLC | 10,213 | $2.47M | $2.81M | $333,078.86 | 13.47% |
Darrell T. Roberts American Wealth Advisors LLC | 9,369 | $2.27M | $2.53M | $266,959.09 | 11.78% |
Wallace Jones WJ Financial Advisors LLC | 841 | $207,165.29 | $231,207.72 | $24,042.43 | 11.61% |
Kerr Financial Planning Corp Kerr Financial Planning Corp | 32 | $7,577.1 | $8,652.16 | $1,075.06 | 14.19% |
Sarah Byrd Alpha Advisors LLC/VA | 4,766 | $1.12M | $1.3M | $182,110.16 | 16.26% |
Gassan Kassira Kassira Wealth Management LLC | 2,154 | $521,181.73 | $588,698.97 | $67,517.24 | 12.95% |
Adam Weisner Sherman Porfolios LLC | 904,461 | $224.31M | $247.75M | $23.44M | 10.45% |
Steve Erken Maxele Advisors LLC | 7,472 | $1.7M | $2.05M | $347,298.08 | 20.44% |
Eric C. Jansen Finivi Inc. | 963 | $196,191.38 | $264,877.96 | $68,686.58 | 35.01% |