| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Sarah H. Schmidt Summit Wealth Group LLC / CO | 5,500 | $1.53M | $1.62M | $86,611.63 | 5.65% |
| BFS Beacon Financial Strategies Corp Beacon Financial Strategies Corp | 508 | $146,268.79 | $149,486.62 | $3,217.83 | 2.2% |
United Financial Planning Group LLC United Financial Planning Group LLC | 56 | $15,563 | $16,478.84 | $915.84 | 5.88% |
Blalock Williams LLC Blalock Williams LLC | 1,107 | $280,901.09 | $325,751.35 | $44,850.26 | 15.97% |
Fearless Solutions LLC dba Best Invest Fearless Solutions LLC dba Best Invest | 821 | $200,849.17 | $241,591.56 | $40,742.39 | 20.29% |
| BML Berman McAleer LLC Berman McAleer LLC | 13,644 | $3.81M | $4.08M | $268,104.36 | 7.04% |
Gassan Kassira Kassira Wealth Management LLC | 8,114 | $2.38M | $2.39M | $4,308.45 | 0.18% |