| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| WBC William Bradley Clayton Sagespring Wealth Partners LLC | 35,469 | $1.29M | $1.39M | $96,510.14 | 7.48% |
| MAS MPWM Advisory Solutions LLC MPWM Advisory Solutions LLC | 10,320 | $337,073.01 | $403,666.8 | $66,593.79 | 19.76% |
Ameriflex Group Inc. Ameriflex Group Inc. | 4,720 | $182,098 | $186,204 | $4,106 | 2.25% |
Balance Wealth LLC Balance Wealth LLC | 53,395 | $1.73M | $2.11M | $380,211.19 | 22.04% |
Winnow Wealth LLC Winnow Wealth LLC | 207,267 | $7.67M | $8.18M | $507,804.15 | 6.62% |
Holos Integrated Wealth LLC Holos Integrated Wealth LLC | 125,326 | $4.63M | $4.92M | $284,340.39 | 6.14% |
Beacon Financial Strategies Corp Beacon Financial Strategies Corp | 13,987 | $539,619 | $548,849.88 | $9,230.88 | 1.71% |
William Mack & Associates Inc. William Mack & Associates Inc. | 13,082 | $504,704 | $516,739 | $12,035 | 2.38% |