| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Signal Tree Financial Partners LLC Signal Tree Financial Partners LLC | 3,849 | $244,004.65 | $332,264.92 | $88,260.27 | 36.17% |
Longview Financial Advisors LLC Longview Financial Advisors LLC | 143 | $9,056.53 | $12,402.39 | $3,345.86 | 36.94% |
Holos Integrated Wealth LLC Holos Integrated Wealth LLC | 3,478 | $220,258.4 | $299,421.02 | $79,162.62 | 35.94% |
Basepoint Wealth LLC Basepoint Wealth LLC | 949 | $72,923.5 | $81,510.08 | $8,586.58 | 11.77% |
William Mack & Associates Inc. William Mack & Associates Inc. | 5,140 | $440,344 | $444,918.4 | $4,574.4 | 1.04% |