| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Erik Bonnett Tripletail Wealth Management LLC | 5,434 | $173,072.5 | $186,875.26 | $13,802.76 | 7.98% |
Caldwell Trust Co Caldwell Trust Co | 223 | $6,993.02 | $7,623.25 | $630.23 | 9.01% |
Gibbs Wealth Management Gibbs Wealth Management | 25,314 | $615,382 | $867,637.35 | $252,255.35 | 40.99% |
Plan A Wealth LLC Plan A Wealth LLC | 24,858 | $695,313.63 | $858,968.19 | $163,654.56 | 23.54% |
Tred Avon Family Wealth LLC Tred Avon Family Wealth LLC | 22,970 | $706,313.65 | $789,364.05 | $83,050.4 | 11.76% |
Manske Wealth Management Manske Wealth Management | 20,690 | $519,424.28 | $711,736 | $192,311.72 | 37.02% |