| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| AS Aryn Sands GK Wealth Management LLC | 103 | $10,928 | $11,258.93 | $330.93 | 3.03% |
Holos Integrated Wealth LLC Holos Integrated Wealth LLC | 4,802 | $463,192.27 | $523,706.11 | $60,513.84 | 13.06% |
Provenance Wealth Advisors LLC Provenance Wealth Advisors LLC | 844,350 | $64.04M | $92.08M | $28.05M | 43.8% |
Todd Arthur Gomes Sonoma Allocations LLC | 2,125 | $223,274.24 | $236,385 | $13,110.76 | 5.87% |
Element Squared LLC Element Squared LLC | 21,775 | $2.12M | $2.42M | $291,721.39 | 13.73% |
Vickie Gutierrez American National Bank of Texas | 73,776 | $7.33M | $8.18M | $848,540.93 | 11.58% |
Matthew Jenkins GatePass Capital LLC | 2,699 | $250,837.51 | $295,027.69 | $44,190.18 | 17.62% |
Basepoint Wealth LLC Basepoint Wealth LLC | 4 | $416 | $436.24 | $20.24 | 4.87% |