| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| JS Joshua Stipcich Tidemark, LLC | 210,219 | $5.4M | $5.56M | $159,649.65 | 2.96% |
| TWP Triad Wealth Partners LLC Triad Wealth Partners, LLC | 14,680 | $380,432 | $387,992.4 | $7,633.8 | 2.01% |
| KFS Kelly Financial Services LLC Kelly Financial Services LLC | 38,550 | $1M | $1.02M | $14,928.22 | 1.49% |
| CAG Centerpoint Advisory Group Centerpoint Advisory Group | 13,444 | $341,483.06 | $355,324.92 | $13,909.08 | 4.07% |