| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| AFL Abound Financial LLC ABOUND FINANCIAL, LLC | 5,418 | $210,040 | $240,640.47 | $30,600.47 | 14.57% |
Greykasell Wealth Strategies Inc. Greykasell Wealth Strategies Inc. | 1,834 | $63,841.5 | $81,603.83 | $17,762.33 | 27.82% |
Millstone Evans Group LLC Millstone Evans Group LLC | 519 | $18,066 | $23,217.46 | $5,151.46 | 28.51% |
| IFA Investor's Fiduciary Advisor Network LLC Investor's Fiduciary Advisor Network LLC | 7,051 | $254,191.6 | $315,426.48 | $61,234.88 | 24.09% |
VestGen Advisors LLC VestGen Advisors LLC | 5,073 | $173,547.67 | $226,737.73 | $53,190.06 | 30.65% |
| RFL Rossby Financial LLC Rossby Financial LLC | 93 | $3,272.66 | $4,146.4 | $873.74 | 26.7% |
Harbor Asset Planning Inc. Harbor Asset Planning Inc. | 323 | $11,647.2 | $14,331.51 | $2,684.31 | 23.05% |
William P. Ratcliff Rebel Financial LLC | 29,769 | $1.16M | $1.32M | $157,349.58 | 13.52% |