| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Nathan Edwards IMG Wealth Management, Inc. | 2,946 | $90,972.48 | $102,226.2 | $11,253.72 | 12.37% |
Chris Bulman Inc. Chris Bulman Inc | 9,382 | $281,472.02 | $325,461.58 | $43,989.56 | 15.63% |
Lifewealth Investments LLC LifeWealth Investments, LLC | 6,521 | $209,455.83 | $226,015.25 | $16,559.42 | 7.91% |
| PWP Prasad Wealth Partners LLC Prasad Wealth Partners LLC | 8,900 | $297,972 | $308,741 | $10,769 | 3.61% |
Defined Financial Planning LLC Defined Financial Planning LLC | 35,053 | $1.13M | $1.21M | $83,398.89 | 7.37% |