| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Bryan Molinar Atlas Legacy Advisors LLC | 10,656 | $644,353.95 | $835,057.44 | $190,703.49 | 29.6% |
| PIF Partners in Financial Planning Partners in Financial Planning | 18,948 | $813,357.54 | $1.5M | $684,481.86 | 84.16% |
| LIL LifeGoal Investments LLC LifeGoal Investments LLC | 317,596 | $21M | $24.98M | $3.97M | 18.92% |
| EG Ethan Gilbert Rialto Wealth Management LLC | 325 | $19,614.07 | $25,678.25 | $6,064.18 | 30.92% |
| CB Chris Benson L.K. Benson & Company P.C. | 4,130 | $249,390.23 | $326,517.8 | $77,127.57 | 30.93% |
| WBC William Bradley Clayton Sagespring Wealth Partners LLC | 2,688 | $203,256 | $211,962.24 | $8,706.24 | 4.28% |
Juho-Tuomas Appel Obsido Oy | 172,107 | $10.69M | $13.49M | $2.8M | 26.23% |
Holos Integrated Wealth LLC Holos Integrated Wealth LLC | 1,600 | $106,864 | $125,824 | $18,960 | 17.74% |
Caldwell Trust Co Caldwell Trust Co | 335 | $14,928 | $26,382.92 | $11,454.92 | 76.73% |
Sarah H. Schmidt Summit Wealth Group LLC / CO | 28,170 | $1.96M | $2.22M | $259,446.02 | 13.27% |