| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Sarver Vrooman Wealth Advisors Sarver Vrooman Wealth Advisors | 90,668 | $4.16M | $5.01M | $848,429.09 | 20.39% |
Holos Integrated Wealth LLC Holos Integrated Wealth LLC | 115,236 | $4.8M | $6.33M | $1.53M | 31.88% |
Caldwell Trust Co Caldwell Trust Co | 1,153 | $43,537.31 | $63,184.4 | $19,647.09 | 45.13% |
Sarah H. Schmidt Summit Wealth Group LLC / CO | 159,392 | $7.9M | $8.76M | $864,725.8 | 10.95% |
Provenance Wealth Advisors LLC Provenance Wealth Advisors LLC | 11,869 | $414,228.48 | $650,539.89 | $236,311.41 | 57.05% |
Virtue Asset Management LLC Virtue Asset Management LLC | 5,567 | $258,420 | $306,129.33 | $47,709.33 | 18.46% |