| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Legacy Wealth Managment LLC/ID Legacy Wealth Managment LLC/ID | 556 | $19,144 | $20,991.78 | $1,847.78 | 9.65% |
Lyn Dippel Curio Wealth LLC | 1 | $34 | $37.79 | $3.79 | 11.15% |
| MK Matthew Klein Matauro LLC | 38,361 | $1.15M | $1.45M | $299,215.8 | 26% |
Clare Market Investments LLC Clare Market Investments LLC | 32,860 | $1.13M | $1.24M | $111,723.8 | 9.88% |
| JS Joseph Shenton Permanent Capital Management LP | 5,580 | $192,119.4 | $211,091.4 | $18,972 | 9.88% |
| EG Ethan Gilbert Rialto Wealth Management LLC | 86 | $2,164.09 | $3,255.53 | $1,091.44 | 50.43% |
| CWM Copia Wealth Management Copia Wealth Management | 35 | $1,224.03 | $1,329.3 | $105.27 | 8.6% |
| RM Rich Mowrer Brookwood Investment Group LLC | 87,303 | $2.74M | $3.31M | $570,718.4 | 20.81% |
Adam Scott Argyle Capital Partners LLC | 6,803 | $237,466.67 | $258,207.86 | $20,741.19 | 8.73% |
Exit Wealth Advisors LLC Exit Wealth Advisors LLC | 7,715 | $265,627 | $292,822.82 | $27,195.82 | 10.24% |