| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
D. Garet Strange Hobbs Group Advisors, LLC | 4,159 | $221,533.74 | $250,392.59 | $28,858.85 | 13.03% |
Craig Small Symphony Financial Services, Inc. | 5,685 | $294,059.66 | $341,725.35 | $47,665.69 | 16.21% |
Bryan Gort Quest 10 Wealth Builders, Inc. | 123 | $6,533.64 | $7,391.07 | $857.43 | 13.12% |
Elizabeth Arce Sovran Advisors LLC | 3,621 | $203,355 | $218,038.51 | $14,683.51 | 7.22% |
Camaron Barta BXM Wealth LLC | 10,900 | $624,203 | $656,343.5 | $32,140.5 | 5.15% |
| KD Keith Dwyer LeClair Wealth Partners LLC | 5,183 | $288,560 | $311,653.79 | $23,093.79 | 8% |
| FDW Fourth Dimension Wealth LLC Fourth Dimension Wealth LLC | 1,150 | $61,088 | $69,195.5 | $8,107.5 | 13.27% |
Kevin Serrapede Capstone Wealth Management Group LLC | 5,130 | $276,866 | $308,287.35 | $31,421.35 | 11.35% |
| CTC Caldwell Trust Co Caldwell Trust Co | 29,157 | $1.18M | $1.74M | $567,978.18 | 48.28% |
Kerr Financial Planning Corp Kerr Financial Planning Corp | 8,420 | $474,345.71 | $503,768.6 | $29,422.89 | 6.2% |