| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
SwitchPoint Financial Planning LLC SwitchPoint Financial Planning LLC | 15,799 | $875,049.11 | $1.07M | $192,805.3 | 22.03% |
| MAS MPWM Advisory Solutions LLC MPWM Advisory Solutions LLC | 42 | $2,511 | $2,835.84 | $324.84 | 12.94% |
| CCM Cloud Capital Management LLC Cloud Capital Management LLC | 4,564 | $270,873.4 | $308,070 | $37,196.6 | 13.73% |
Justin Boggs Optima Capital LLC | 4,680 | $277,758 | $315,900 | $38,142 | 13.73% |
Winnow Wealth LLC Winnow Wealth LLC | 4,844 | $287,816.78 | $326,776.24 | $38,959.46 | 13.54% |