| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| LS Laura Steagall-Cissell Veridan Wealth LLC | 2,918 | $288,921.2 | $401,137.46 | $112,216.26 | 38.84% |
| AJG Andrew J. Gilbert Keystone Financial Group Inc. | 1,054 | $118,246.03 | $145,536.32 | $27,290.29 | 23.08% |
| DN Daniel Newman Noble Wealth Management PBC | 180 | $18,547 | $24,503.4 | $5,956.4 | 32.12% |
Rossby Financial LLC Rossby Financial LLC | 57 | $6,933 | $7,851.67 | $918.67 | 13.25% |
Peak Retirement Planning Inc. Peak Retirement Planning Inc. | 3,700 | $442,387.69 | $508,472.5 | $66,084.81 | 14.94% |
Milestone Asset Management Group LLC Milestone Asset Management Group LLC | 2,019 | $208,103.23 | $278,460.48 | $70,357.25 | 33.81% |
Balance Wealth LLC Balance Wealth LLC | 2,770 | $265,420.26 | $381,318.2 | $115,897.94 | 43.67% |
Juho-Tuomas Appel Obsido Oy | 13,849 | $1.47M | $1.88M | $415,807.97 | 28.32% |
Timothy T. Murray Gladwyn Financial Advisors Inc. | 129 | $13,993.03 | $17,725.24 | $3,732.21 | 26.67% |