| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| AJP Aaron J. Plautz Principia Wealth Advisory LLC | 11,603 | $321,427.03 | $339,329.73 | $17,902.7 | 5.57% |
Terry Everett Parham Jr. Innovative Wealth Building LLC | 30,083 | $801,857.08 | $876,684.8 | $74,827.72 | 9.33% |
Base Wealth Management LLC Base Wealth Management LLC | 319,318 | $8.7M | $9.3M | $602,463.53 | 6.93% |