| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Samira Kadam Synergy Investment Management LLC | 8,060 | $113,484.52 | $118,079 | $4,594.48 | 4.05% |
Defined Financial Planning LLC Defined Financial Planning LLC | 147,399 | $2.05M | $2.14M | $80,879.98 | 3.94% |
Integrity Advisory Solutions LLC Integrity Advisory Solutions LLC | 24,565 | $350,780.7 | $355,946.85 | $5,166.15 | 1.47% |
| GWM Gibbs Wealth Management Gibbs Wealth Management | 34,844 | $494,360.48 | $504,889.56 | $10,529.08 | 2.13% |
Todd Arthur Gomes Sonoma Allocations LLC | 161,272 | $2.31M | $2.34M | $25,226.71 | 1.09% |