| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| TWP Triad Wealth Partners LLC Triad Wealth Partners, LLC | 15,766 | $229,081 | $229,789.45 | $708.45 | 0.31% |
Cynthia Schlanger Ashton Thomas Private Wealth, LLC | 416,325 | $5.91M | $6.07M | $165,477.5 | 2.8% |
Matthew D. Copley Copley Financial Group Inc. | 245,634 | $3.45M | $3.58M | $129,756.05 | 3.76% |
Samira Kadam Synergy Investment Management LLC | 8,060 | $113,484.52 | $117,393.9 | $3,909.38 | 3.44% |
Defined Financial Planning LLC Defined Financial Planning LLC | 147,399 | $2.05M | $2.15M | $91,934.9 | 4.47% |
Integrity Advisory Solutions LLC Integrity Advisory Solutions LLC | 24,565 | $350,780.7 | $358,280.52 | $7,499.82 | 2.14% |
| AS Aryn Sands GK Wealth Management LLC | 276 | $3,996 | $4,021.32 | $25.32 | 0.63% |
Gibbs Wealth Management Gibbs Wealth Management | 34,844 | $494,360.48 | $508,199.74 | $13,839.26 | 2.8% |
Todd Arthur Gomes Sonoma Allocations LLC | 161,272 | $2.31M | $2.35M | $41,353.91 | 1.79% |