| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Kilter Group LLC Kilter Group LLC | 779 | $50,810.77 | $64,906.28 | $14,095.51 | 27.74% |
Comprehensive Money Management Services LLC Comprehensive Money Management Services LLC | 7,528 | $449,120.15 | $632,600.4 | $183,480.25 | 40.85% |
Balance Wealth LLC Balance Wealth LLC | 3,461 | $239,093.46 | $290,838.2 | $51,744.74 | 21.64% |
Tyler Rudek Heritage Wealth Architects Inc. | 3,668 | $252,416.08 | $304,572.38 | $52,156.3 | 20.66% |
Harbor Asset Planning Inc. Harbor Asset Planning Inc. | 389 | $25,511.53 | $32,272.22 | $6,760.69 | 26.5% |
LOM Asset Management Ltd. LOM Asset Management Ltd. | 1,700 | $113,170 | $142,856.09 | $29,686.09 | 26.23% |
Provenance Wealth Advisors LLC Provenance Wealth Advisors LLC | 294 | $21,151 | $24,390.83 | $3,239.83 | 15.32% |
United Financial Planning Group LLC United Financial Planning Group LLC | 480 | $32,712 | $39,821.76 | $7,109.76 | 21.73% |