| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Jared Machen BWM Planning LLC | 406,514 | $27.06M | $33.38M | $6.32M | 23.35% |
FMB Wealth Management FMB Wealth Management | 6,967 | $481,994.95 | $571,119.82 | $89,124.87 | 18.49% |
Howard Bailey Securities LLC Howard Bailey Securities LLC | 154,349 | $11.44M | $12.68M | $1.24M | 10.86% |
| OWA Oak Wealth Advisors LLC Oak Wealth Advisors LLC | 19,240 | $1.26M | $1.57M | $314,909.68 | 25% |
Cloud Capital Management LLC Cloud Capital Management LLC | 8,132 | $505,519.71 | $668,125.12 | $162,605.41 | 32.17% |