| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| GWM Gibbs Wealth Management Gibbs Wealth Management | 3,441 | $738,404.55 | $913,516.68 | $175,112.13 | 23.71% |
| IGL IFS Group LLC IFS Group LLC | 980 | $212,719 | $260,170.4 | $47,451.4 | 22.31% |
| BWL Basepoint Wealth LLC Basepoint Wealth LLC | 28 | $5,520 | $7,433.44 | $1,913.44 | 34.66% |
| GK Gassan Kassira Kassira Wealth Management LLC | 6,721 | $1.44M | $1.78M | $341,897.02 | 23.71% |
| KCS Kepler Cheuvreux (Suisse) SA Kepler Cheuvreux (Suisse) SA | 4,410 | $869,431 | $1.17M | $301,247.6 | 34.65% |