| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Birchbrook Inc. Birchbrook Inc. | 300 | $24,318 | $23,886 | -$432 | -1.78% |
Warner Group LLC Warner Group LLC | 9,684 | $727,976.4 | $776,947.32 | $48,970.92 | 6.73% |
Wisconsin Wealth Advisors LLC Wisconsin Wealth Advisors LLC | 51,322 | $3.06M | $4.08M | $1.02M | 33.41% |
Maseco LLP Maseco LLP | 8,858 | $555,707 | $705,451.12 | $149,744.12 | 26.95% |
Holos Integrated Wealth LLC Holos Integrated Wealth LLC | 1,076 | $63,707.45 | $85,542 | $21,834.55 | 34.27% |
Sarah H. Schmidt Summit Wealth Group LLC / CO | 216,558 | $15.03M | $17.21M | $2.18M | 14.51% |
Exit Wealth Advisors LLC Exit Wealth Advisors LLC | 8,971 | $608,633.6 | $716,603.48 | $107,969.88 | 17.74% |
IFS Group LLC IFS Group LLC | 47,196 | $3.25M | $3.75M | $505,142.71 | 15.55% |
Basepoint Wealth LLC Basepoint Wealth LLC | 3,066 | $206,374.07 | $243,195.12 | $36,821.05 | 17.84% |
Fearless Solutions LLC dba Best Invest Fearless Solutions LLC dba Best Invest | 3,325 | $260,314 | $264,869.5 | $4,555.5 | 1.75% |
Kerr Financial Planning Corp Kerr Financial Planning Corp | 8,716 | $644,133.97 | $690,394.36 | $46,260.39 | 7.18% |