| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| KH Kristine Harrell Uniting Wealth Partners LLC | 38,542 | $1.08M | $1.1M | $14,253.91 | 1.32% |
Topsail Wealth Management LLC Topsail Wealth Management LLC | 5,094 | $131,876.85 | $144,185.67 | $12,308.82 | 9.33% |
Ameriflex Group Inc. Ameriflex Group Inc. | 1,373 | $35,352.54 | $38,924.55 | $3,572.01 | 10.1% |
QTR Family Wealth LLC QTR Family Wealth LLC | 34,677 | $866,673.23 | $980,838.94 | $114,165.71 | 13.17% |
Forefront Wealth Partners LLC Forefront Wealth Partners LLC | 25,005 | $646,530.76 | $710,767.12 | $64,236.36 | 9.94% |
Winnow Wealth LLC Winnow Wealth LLC | 56,634 | $1.52M | $1.61M | $81,169.94 | 5.32% |
Sarah H. Schmidt Summit Wealth Group LLC / CO | 9,331 | $274,331 | $263,647.4 | -$10,683.6 | -3.89% |