| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| WBC William Bradley Clayton Sagespring Wealth Partners LLC | 36,989 | $1.48M | $1.52M | $37,060.27 | 2.5% |
| FDW Fourth Dimension Wealth LLC Fourth Dimension Wealth LLC | 2,057 | $63,520 | $84,408.99 | $20,888.99 | 32.89% |
| BCW Ball & Co Wealth Management Inc. Ball & Co Wealth Management Inc. | 8,429 | $333,535.53 | $344,366.79 | $10,831.26 | 3.25% |
Copia Wealth Management Copia Wealth Management | 39 | $1,659.53 | $1,598.8 | -$60.73 | -3.66% |
Wood Tarver Financial Group LLC Wood Tarver Financial Group LLC | 5,416 | $187,976.55 | $223,951.6 | $35,975.05 | 19.14% |
| ECC Elizabeth C. Carr CLG LLC | 284,736 | $11.97M | $11.77M | -$198,789.76 | -1.66% |
Justin Boggs Optima Capital LLC | 38,564 | $1.19M | $1.59M | $403,765.04 | 33.91% |
Exit Wealth Advisors LLC Exit Wealth Advisors LLC | 31,334 | $1.19M | $1.29M | $100,268.88 | 8.39% |
Todd Arthur Gomes Sonoma Allocations LLC | 308,858 | $11.77M | $12.71M | $935,839.74 | 7.95% |