| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| DWM Diversify Wealth Management LLC DIVERSIFY WEALTH MANAGEMENT, LLC | 7,847 | $257,534.7 | $309,250.27 | $51,715.57 | 20.08% |
| JW Jeffrey Waters OFC Financial Planning LLC | 31,892 | $1.07M | $1.26M | $190,585.93 | 17.87% |
| JZ Joel Zerbe Vista Cima Wealth Management LLC | 32,861 | $1.14M | $1.3M | $154,396.79 | 13.54% |