| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Defined Financial Planning LLC Defined Financial Planning LLC | 147,399 | $2.05M | $2.14M | $87,512.93 | 4.26% |
Baer Investment Advisory LLC Baer Investment Advisory LLC | 38,041 | $535,617 | $552,545.52 | $16,928.52 | 3.16% |
Integrity Advisory Solutions LLC Integrity Advisory Solutions LLC | 17,928 | $254,874.23 | $260,404.2 | $5,529.97 | 2.17% |
| GWM Gibbs Wealth Management Gibbs Wealth Management | 34,844 | $494,360.48 | $506,109.1 | $11,748.62 | 2.38% |
Todd Arthur Gomes Sonoma Allocations LLC | 161,272 | $2.31M | $2.34M | $30,871.23 | 1.34% |