| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Nicole Reese WPG Advisers LLC | 22,554 | $1.56M | $1.8M | $247,440.57 | 15.89% |
| QFW QTR Family Wealth LLC QTR Family Wealth LLC | 3,939 | $230,747.02 | $315,120 | $84,372.98 | 36.57% |
Forefront Wealth Partners LLC Forefront Wealth Partners LLC | 13,093 | $880,649.12 | $1.05M | $166,790.88 | 18.94% |
| AS Aryn Sands GK Wealth Management LLC | 9,809 | $795,115 | $784,720 | -$10,395 | -1.31% |
Birchbrook Inc. Birchbrook Inc. | 300 | $24,318 | $24,000 | -$318 | -1.31% |
Warner Group LLC Warner Group LLC | 4,919 | $341,725.03 | $393,520 | $51,794.97 | 15.16% |
| WWA Wisconsin Wealth Advisors LLC Wisconsin Wealth Advisors LLC | 52,758 | $3.14M | $4.22M | $1.08M | 34.2% |
| ML Maseco LLP Maseco LLP | 8,858 | $555,707 | $708,640 | $152,933 | 27.52% |
| HIW Holos Integrated Wealth LLC Holos Integrated Wealth LLC | 1,076 | $63,707.45 | $86,080 | $22,372.55 | 35.12% |
Sarah H. Schmidt Summit Wealth Group LLC / CO | 215,044 | $14.91M | $17.2M | $2.3M | 15.4% |
Exit Wealth Advisors LLC Exit Wealth Advisors LLC | 11,747 | $795,353.65 | $939,760 | $144,406.35 | 18.16% |
IFS Group LLC IFS Group LLC | 41,937 | $2.82M | $3.35M | $532,486.87 | 18.87% |
| BWL Basepoint Wealth LLC Basepoint Wealth LLC | 3,187 | $214,512.44 | $254,960 | $40,447.56 | 18.86% |
Kerr Financial Planning Corp Kerr Financial Planning Corp | 8,716 | $644,133.97 | $697,280 | $53,146.03 | 8.25% |