| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Meriwether Wealth & Planning LLC Meriwether Wealth & Planning LLC | 93 | $1,028 | $954.18 | -$73.82 | -7.18% |
May Hill Capital LLC May Hill Capital LLC | 11,653 | $111,636 | $119,035.39 | $7,399.39 | 6.63% |
Darrick Alford BIP Alliance LLC | 10,309 | $50,410.56 | $104,584.8 | $54,174.24 | 107.47% |
| WBC William Bradley Clayton Sagespring Wealth Partners LLC | 57,333 | $390,794.45 | $581,929.95 | $191,135.5 | 48.91% |
Rossby Financial LLC Rossby Financial LLC | 346 | $2,653.67 | $3,536.12 | $882.45 | 33.25% |
| DWM Dogwood Wealth Management LLC Dogwood Wealth Management LLC | 324 | $2,741.77 | $3,285.36 | $543.59 | 19.83% |
Copia Wealth Management Copia Wealth Management | 229 | $2,194 | $2,330.07 | $136.07 | 6.2% |
Kilter Group LLC Kilter Group LLC | 1,299 | $12,228.07 | $13,275.78 | $1,047.71 | 8.57% |
Molly Wheeler Burk Holdings LLC | 343 | $2,723 | $3,488.31 | $765.31 | 28.11% |