| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Forefront Wealth Partners LLC Forefront Wealth Partners LLC | 9,439 | $323,475 | $327,816.47 | $4,341.47 | 1.34% |
BLVD Private Wealth LLC BLVD Private Wealth LLC | 10,645 | $351,129.76 | $366,613.8 | $15,484.04 | 4.41% |
Winnow Wealth LLC Winnow Wealth LLC | 131,994 | $4.36M | $4.55M | $190,071.36 | 4.36% |
| HIW Holos Integrated Wealth LLC Holos Integrated Wealth LLC | 183,682 | $5.87M | $6.33M | $459,614.33 | 7.83% |
Todd Arthur Gomes Sonoma Allocations LLC | 28,986 | $966,209.77 | $998,277.84 | $32,068.07 | 3.32% |