| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| RFL Rossby Financial LLC Rossby Financial LLC | 219 | $16,720 | $18,632.52 | $1,912.52 | 11.44% |
| SC Shawn Clark Accredited Wealth Management LLC | 126 | $9,431.5 | $10,720.08 | $1,288.58 | 13.66% |
| STF Signal Tree Financial Partners LLC Signal Tree Financial Partners LLC | 3,849 | $244,004.65 | $340,790.46 | $96,785.81 | 39.67% |
Longview Financial Advisors LLC Longview Financial Advisors LLC | 143 | $9,056.53 | $12,166.44 | $3,109.91 | 34.34% |
| HIW Holos Integrated Wealth LLC Holos Integrated Wealth LLC | 3,478 | $220,258.4 | $295,908.25 | $75,649.85 | 34.35% |
| BWL Basepoint Wealth LLC Basepoint Wealth LLC | 949 | $72,923.5 | $83,547.77 | $10,624.27 | 14.57% |
| WMA William Mack & Associates Inc. William Mack & Associates Inc. | 5,140 | $440,344 | $437,311.21 | -$3,032.79 | -0.69% |