| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| IRP Investment Research Partners LLC Investment Research Partners LLC | 5,133 | $239,557 | $269,893.14 | $30,336.14 | 12.66% |
| LAG Luis A. Galdamez Valtrion Capital Management LLC | 22,455 | $1.1M | $1.18M | $76,682.4 | 6.95% |
| HIW Holos Integrated Wealth LLC Holos Integrated Wealth LLC | 3,145 | $165,830 | $165,364.1 | -$465.9 | -0.28% |
| PWA Provenance Wealth Advisors LLC Provenance Wealth Advisors LLC | 11,880 | $524,353.57 | $624,650.4 | $100,296.83 | 19.13% |
| EWA Exit Wealth Advisors LLC Exit Wealth Advisors LLC | 24,870 | $1.17M | $1.31M | $137,004.02 | 11.7% |
| SWM Steinberganna Wealth Management Steinberganna Wealth Management | 4,407 | $206,997.74 | $231,720.06 | $24,722.32 | 11.94% |
| TGE Thomas George Efthimiou Meadowbrook Wealth Management LLC | 11,633 | $566,569 | $611,663.14 | $45,094.14 | 7.96% |
| WFB William F. Blake PMG Family Office LLC | 6,197 | $290,825.13 | $325,838.26 | $35,013.13 | 12.04% |