| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| FLP Financial Life Planners Financial Life Planners | 18 | $655 | $791.46 | $136.46 | 20.83% |
| SIM Sims Investment Management LLC Sims Investment Management LLC | 1 | $47 | $43.97 | -$3.03 | -6.45% |
| BM Berkeley Meredith Hughes Financial Services LLC | 4 | $116 | $175.88 | $59.88 | 51.62% |
Runnymede Capital Advisors Inc. Runnymede Capital Advisors Inc. | 5,474 | $248,739 | $240,691.78 | -$8,047.22 | -3.24% |
| MHI Mountain Hill Investment Partners Corp Mountain Hill Investment Partners Corp | 52 | $1,594 | $2,286.44 | $692.44 | 43.44% |
| RFL Rossby Financial LLC Rossby Financial LLC | 3,115 | $112,171 | $136,966.55 | $24,795.55 | 22.11% |
Topsail Wealth Management LLC Topsail Wealth Management LLC | 3,455 | $108,402.52 | $160,864.8 | $52,462.28 | 48.4% |
| FDW Fourth Dimension Wealth LLC Fourth Dimension Wealth LLC | 500 | $15,440 | $21,985 | $6,545 | 42.39% |
| RM Rich Mowrer Brookwood Investment Group LLC | 69,241 | $2.51M | $3.04M | $537,310.13 | 21.43% |