| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Jordan Grabowski Alpha Zero LLC | 13,954 | $2.95M | $3.3M | $348,764.1 | 11.84% |
Molly Wheeler Burk Holdings LLC | 276 | $56,801 | $68,688.12 | $11,887.12 | 20.93% |
| HIW Holos Integrated Wealth LLC Holos Integrated Wealth LLC | 3,678 | $698,746.01 | $868,596.48 | $169,850.47 | 24.31% |
| CTC Caldwell Trust Co Caldwell Trust Co | 3,768 | $768,006.48 | $889,850.88 | $121,844.4 | 15.87% |
Sara Amparan Prospera Capital Management LLC | 49,210 | $10.29M | $11.62M | $1.33M | 12.92% |
| BFS Beacon Financial Strategies Corp Beacon Financial Strategies Corp | 44 | $9,202 | $10,391.04 | $1,189.04 | 12.92% |
United Financial Planning Group LLC United Financial Planning Group LLC | 353 | $73,897 | $83,364.48 | $9,467.48 | 12.81% |
Fearless Solutions LLC dba Best Invest Fearless Solutions LLC dba Best Invest | 1,015 | $195,600.26 | $239,702.4 | $44,102.14 | 22.55% |
Kerr Financial Planning Corp Kerr Financial Planning Corp | 3 | $617.4 | $708.48 | $91.08 | 14.75% |
William F. Blake PMG Family Office LLC | 892 | $219,619 | $210,654.72 | -$8,964.28 | -4.08% |