| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| 5WL 5T Wealth LLC 5T Wealth LLC | 9,641 | $535,854.72 | $618,952.2 | $83,097.48 | 15.51% |
Elizabeth Arce Sovran Advisors LLC | 5,658 | $300,780.25 | $362,027.13 | $61,246.88 | 20.36% |
| RCM Riggs Capital Management LLC Riggs Capital Management LLC | 27,107 | $1.41M | $1.74M | $336,303.03 | 23.91% |
Stonehaven Wealth & Tax Solutions LLC Stonehaven Wealth & Tax Solutions LLC | 3,246 | $203,784 | $208,701.57 | $4,917.57 | 2.41% |
Wealthedge Investment Advisors LLC Wealthedge Investment Advisors LLC | 8,883 | $463,815.92 | $570,288.6 | $106,472.68 | 22.96% |
Harbor Asset Planning Inc. Harbor Asset Planning Inc. | 2,463 | $139,340.39 | $157,595.05 | $18,254.66 | 13.1% |
LOM Asset Management Ltd. LOM Asset Management Ltd. | 4,255 | $253,977.85 | $273,064.62 | $19,086.77 | 7.52% |