| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Sarah H. Schmidt Summit Wealth Group LLC / CO | 6,355 | $1.59M | $1.87M | $281,854.02 | 17.73% |
Exit Wealth Advisors LLC Exit Wealth Advisors LLC | 3,113 | $782,129.92 | $925,059.08 | $142,929.16 | 18.27% |
Birch Financial Group LLC Birch Financial Group LLC | 4,622 | $1.12M | $1.37M | $255,808.14 | 22.92% |
Base Wealth Management LLC Base Wealth Management LLC | 1,246 | $258,869.78 | $371,675.57 | $112,805.79 | 43.58% |
Kropog Financial Group LLC Kropog Financial Group LLC | 1,251 | $263,492.3 | $364,791.6 | $101,299.3 | 38.44% |
Basepoint Wealth LLC Basepoint Wealth LLC | 31 | $9,392 | $9,101.89 | -$290.11 | -3.09% |
Shuttleworth & Co Shuttleworth & Co | 19,034 | $4.95M | $5.67M | $728,188.35 | 14.72% |
David K. Gilmore Equity Wealth Partners LLC | 3,830 | $946,437.63 | $1.15M | $201,317.62 | 21.27% |