| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| WBC William Bradley Clayton Sagespring Wealth Partners LLC | 4,626 | $208,429 | $266,804.55 | $58,375.55 | 28.01% |
| RFL Rossby Financial LLC Rossby Financial LLC | 820 | $41,940.49 | $47,293.5 | $5,353.01 | 12.76% |
| KGL Kilter Group LLC Kilter Group LLC | 77 | $3,945.24 | $4,440.97 | $495.73 | 12.57% |