| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| WBC William Bradley Clayton Sagespring Wealth Partners LLC | 1.21M | $84.03M | $98.87M | $14.84M | 17.66% |
Rossby Financial LLC Rossby Financial LLC | 309 | $22,268.57 | $25,371.99 | $3,103.42 | 13.94% |
Ameriflex Group Inc. Ameriflex Group Inc. | 1,070 | $79,735.2 | $87,857.7 | $8,122.5 | 10.19% |
| DR Don Ruffin Park Square Financial Group LLC | 2 | $151.33 | $165.3 | $13.97 | 9.23% |
Steven T. Cox Providence Financial Advisors LLC | 131,791 | $9.82M | $10.78M | $962,518.06 | 9.81% |
Erik Bonnett Tripletail Wealth Management LLC | 3,298 | $252,495.19 | $271,392.42 | $18,897.23 | 7.48% |
Sarah H. Schmidt Summit Wealth Group LLC / CO | 3,118 | $233,565.12 | $255,981.56 | $22,416.44 | 9.6% |
Base Wealth Management LLC Base Wealth Management LLC | 101,496 | $7.32M | $8.3M | $980,717.04 | 13.4% |
| KMA Kristy Michelle Afraimi BAM Wealth Management LLC | 3,009 | $221,281.76 | $247,068.99 | $25,787.23 | 11.65% |