| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Winnow Wealth LLC Winnow Wealth LLC | 8,447 | $712,318 | $756,597.79 | $44,279.79 | 6.22% |
Landon Marsh Scott Marsh Financial LLC | 6,946 | $649,312 | $616,874.26 | -$32,437.74 | -5% |
Gibbs Wealth Management Gibbs Wealth Management | 11,602 | $970,233.27 | $1.03M | $61,300.55 | 6.32% |
| KMA Kristy Michelle Afraimi BAM Wealth Management LLC | 6,541 | $507,611.88 | $585,877.37 | $78,265.49 | 15.42% |