| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| WBC William Bradley Clayton Sagespring Wealth Partners LLC | 18,036 | $610,951.15 | $774,736.38 | $163,785.23 | 26.81% |
Rossby Financial LLC Rossby Financial LLC | 3,040 | $112,140.25 | $132,270.4 | $20,130.15 | 17.95% |
Ruth Thortvedt Lighthouse Financial LLC | 177,289 | $6.19M | $7.69M | $1.51M | 24.38% |
Ameriflex Group Inc. Ameriflex Group Inc. | 1,692 | $62,932.14 | $73,618.92 | $10,686.78 | 16.98% |
SFM LLC SFM LLC | 32,885 | $980,053.57 | $1.42M | $440,249.58 | 44.92% |
Presper Financial Architects LLC Presper Financial Architects LLC | 9,166 | $323,376.48 | $397,071.12 | $73,694.64 | 22.79% |
| RM Rich Mowrer Brookwood Investment Group LLC | 17,471 | $718,058 | $750,292.09 | $32,234.09 | 4.49% |
Tyler Rudek Heritage Wealth Architects Inc. | 7,515 | $278,097.08 | $325,887.97 | $47,790.89 | 17.18% |
Kerr Financial Planning Corp Kerr Financial Planning Corp | 100 | $3,784 | $4,293 | $509 | 13.45% |