| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| RFL Rossby Financial LLC Rossby Financial LLC | 12,393 | $309,205.4 | $355,926.96 | $46,721.56 | 15.11% |
| SS Spencer Schwarting Cornerstone Financial Group LLC /NE/ | 137,670 | $3.38M | $3.95M | $570,327.74 | 16.86% |
| CMM Comprehensive Money Management Services LLC Comprehensive Money Management Services LLC | 28,759 | $689,891.92 | $822,938.78 | $133,046.86 | 19.29% |
Scott Ela Avant Financial Advisors LLC | 17,702 | $431,852.86 | $506,365.71 | $74,512.85 | 17.25% |
| ML Maseco LLP Maseco LLP | 6,097 | $150,656.67 | $174,038.86 | $23,382.19 | 15.52% |
Longview Financial Advisors LLC Longview Financial Advisors LLC | 25,003 | $599,322.29 | $712,210.45 | $112,888.16 | 18.84% |
| CQS Credential Qtrade Securities Inc. Credential Qtrade Securities Inc. | 11,053 | $266,864.17 | $315,065.76 | $48,201.59 | 18.06% |
| HIW Holos Integrated Wealth LLC Holos Integrated Wealth LLC | 332 | $7,958 | $9,272.76 | $1,314.76 | 16.52% |
Manske Wealth Management Manske Wealth Management | 122,135 | $2.94M | $3.48M | $542,048.47 | 18.46% |