| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| EG Ethan Gilbert Rialto Wealth Management LLC | 4,265 | $250,100 | $250,952.6 | $852.6 | 0.34% |
| WBC William Bradley Clayton Sagespring Wealth Partners LLC | 32,152 | $1.39M | $1.87M | $473,240.59 | 33.96% |
Defined Financial Planning LLC Defined Financial Planning LLC | 155,620 | $6.58M | $9.11M | $2.53M | 38.44% |
Campbell Deegan Wealth Management LLC Campbell Deegan Wealth Management LLC | 4,721 | $209,338.92 | $276,131.29 | $66,792.37 | 31.91% |
Barnes Wealth Management Group Inc. Barnes Wealth Management Group Inc. | 22,791 | $1.07M | $1.34M | $262,864.46 | 24.48% |
Tyler Rudek Heritage Wealth Architects Inc. | 48,519 | $2.08M | $2.84M | $762,295.82 | 36.65% |
| AS Aryn Sands GK Wealth Management LLC | 2,743 | $158,875 | $161,343.26 | $2,468.26 | 1.55% |
Molly Wheeler Burk Holdings LLC | 5,956 | $257,299 | $346,817.88 | $89,518.88 | 34.79% |