| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
FMB Wealth Management FMB Wealth Management | 327,365 | $17.26M | $22.26M | $5M | 28.98% |
Financial Harvest LLC Financial Harvest LLC | 87,949 | $5.11M | $6.11M | $1M | 19.58% |
| BWM BCO Wealth Management LLC BCO Wealth Management LLC | 8,285 | $453,195.68 | $575,890.35 | $122,694.67 | 27.07% |
SwitchPoint Financial Planning LLC SwitchPoint Financial Planning LLC | 17,034 | $957,176.61 | $1.18M | $226,856.73 | 23.7% |
| MAS MPWM Advisory Solutions LLC MPWM Advisory Solutions LLC | 42 | $2,511 | $2,919.42 | $408.42 | 16.27% |
| CCM Cloud Capital Management LLC Cloud Capital Management LLC | 4,576 | $271,668.64 | $318,077.76 | $46,409.12 | 17.08% |
Justin Boggs Optima Capital LLC | 4,680 | $277,758 | $325,306.8 | $47,548.8 | 17.12% |
Winnow Wealth LLC Winnow Wealth LLC | 7,334 | $453,411.97 | $509,786.34 | $56,374.37 | 12.43% |