| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| RWM Revisor Wealth Management LLC Revisor Wealth Management LLC | 16,447 | $524,406.75 | $565,776.8 | $41,370.05 | 7.89% |
Candace Cavalier Congress Wealth Management LLC / DE / | 272,040 | $8.05M | $9.39M | $1.34M | 16.59% |
Marc White Clarendon Private LLC | 138,990 | $4.27M | $4.82M | $557,471.15 | 13.07% |
Staci Compagno Portside Wealth Group, LLC | 84,856 | $2.61M | $2.92M | $308,045.42 | 11.82% |
Norden Group LLC NORDEN GROUP LLC | 16,183 | $484,110.33 | $556,047.88 | $71,937.55 | 14.86% |
Ruth Thortvedt Financial Network Wealth Advisors LLC | 7,079 | $210,264.96 | $243,588.39 | $33,323.43 | 15.85% |
| DWM Diversify Wealth Management LLC DIVERSIFY WEALTH MANAGEMENT, LLC | 33,122 | $1.03M | $1.14M | $104,182.28 | 10.07% |
| AS Aryn Sands GK Wealth Management LLC | 19,965 | $728,524 | $684,899.32 | -$43,624.68 | -5.99% |
| GWM Gibbs Wealth Management Gibbs Wealth Management | 61,885 | $1.79M | $2.12M | $333,878 | 18.67% |