| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Highline Wealth Partners LLC Highline Wealth Partners LLC | 3,240 | $241,931 | $247,212 | $5,281 | 2.18% |
Elizabeth Arce Sovran Advisors LLC | 8,984 | $658,459.59 | $691,318.8 | $32,859.21 | 4.99% |
Clune & Associates Ltd. Clune & Associates Ltd. | 26,826 | $1.59M | $2.07M | $484,360.08 | 30.5% |
Maridea Wealth Management LLC Maridea Wealth Management LLC | 3,743 | $278,039.84 | $287,612.12 | $9,572.28 | 3.44% |
Redwood Park Advisors LLC Redwood Park Advisors LLC | 11,232 | $566,564.88 | $864,077.76 | $297,512.88 | 52.51% |
Cura Wealth Advisors LLC Cura Wealth Advisors LLC | 4,000 | $298,680 | $308,160 | $9,480 | 3.17% |
Comprehensive Money Management Services LLC Comprehensive Money Management Services LLC | 10,029 | $502,834.07 | $773,988.07 | $271,154 | 53.93% |
Caldwell Trust Co Caldwell Trust Co | 1,800 | $95,849.88 | $138,564 | $42,714.12 | 44.56% |