| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Proactive Wealth Strategies LLC Proactive Wealth Strategies LLC | 7,252 | $690,994.54 | $703,444 | $12,449.46 | 1.8% |
| SAL Sylvest Advisors LLC Sylvest Advisors LLC | 18,508 | $1.49M | $1.81M | $320,611.64 | 21.51% |
BostonPremier Wealth LLC BostonPremier Wealth LLC | 4,589 | $367,095.07 | $448,322.35 | $81,227.28 | 22.13% |
Crux Wealth Advisors Crux Wealth Advisors | 19,143 | $1.75M | $1.87M | $117,835.14 | 6.74% |
AssuredPartners Investment Advisors LLC AssuredPartners Investment Advisors LLC | 11,245 | $898,391.68 | $1.08M | $184,614.27 | 20.55% |
| MAS MPWM Advisory Solutions LLC MPWM Advisory Solutions LLC | 1,747 | $165,604.43 | $167,869.23 | $2,264.8 | 1.37% |