| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Nathan Edwards IMG Wealth Management, Inc. | 2,946 | $90,972.48 | $101,371.86 | $10,399.38 | 11.43% |
Chris Bulman Inc. Chris Bulman Inc | 9,382 | $281,472.02 | $321,746.31 | $40,274.29 | 14.31% |
Lifewealth Investments LLC LifeWealth Investments, LLC | 6,521 | $209,455.83 | $223,631.17 | $14,175.34 | 6.77% |
| PWP Prasad Wealth Partners LLC Prasad Wealth Partners LLC | 8,900 | $297,972 | $305,216.6 | $7,244.6 | 2.43% |
Defined Financial Planning LLC Defined Financial Planning LLC | 35,053 | $1.13M | $1.2M | $71,137.35 | 6.29% |