| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| EG Ethan Gilbert Rialto Wealth Management LLC | 1,174 | $24,960 | $27,664.72 | $2,704.72 | 10.84% |
| DWM Dogwood Wealth Management LLC Dogwood Wealth Management LLC | 118 | $2,510.02 | $2,781.85 | $271.83 | 10.83% |
Good Steward Wealth Advisors LLC Good Steward Wealth Advisors LLC | 217,982 | $4.54M | $5.13M | $594,184.01 | 13.09% |
| RM Rich Mowrer Brookwood Investment Group LLC | 10,543 | $226,354.85 | $248,129.5 | $21,774.65 | 9.62% |
Caldwell Trust Co Caldwell Trust Co | 4,130 | $81,802.13 | $97,344.1 | $15,541.97 | 19% |
Tred Avon Family Wealth LLC Tred Avon Family Wealth LLC | 17,849 | $376,029 | $421,057.91 | $45,028.91 | 11.97% |