| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| RFL Rossby Financial LLC Rossby Financial LLC | 126,214 | $8.6M | $11.24M | $2.64M | 30.73% |
| SS Spencer Schwarting Cornerstone Financial Group LLC /NE/ | 19,186 | $1.31M | $1.77M | $454,312.2 | 34.6% |
Ameriflex Group Inc. Ameriflex Group Inc. | 88 | $6,450.81 | $8,211.28 | $1,760.47 | 27.29% |
TFR Capital LLC TFR Capital LLC | 12,154 | $817,353.81 | $1.08M | $265,446 | 32.48% |
Northstar Financial Companies Inc. Northstar Financial Companies Inc. | 2,730 | $250,106 | $243,215.69 | -$6,890.31 | -2.75% |
Tyler Rudek Heritage Wealth Architects Inc. | 14,764 | $1.03M | $1.32M | $283,826.61 | 27.52% |
Legacy Advisory Services LLC Legacy Advisory Services LLC | 7,853 | $502,570.19 | $699,623.74 | $197,053.55 | 39.21% |
| TAF Tred Avon Family Wealth LLC Tred Avon Family Wealth LLC | 4,265 | $390,802 | $394,725.75 | $3,923.75 | 1% |