| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Michael G. Hansen IAMS WEALTH MANAGEMENT, LLC | 14,823 | $379,468.03 | $422,283.55 | $42,815.52 | 11.28% |
| TWP Triad Wealth Partners LLC Triad Wealth Partners, LLC | 220,775 | $5.91M | $6.19M | $273,670.38 | 4.63% |
Gibbs Wealth Management Gibbs Wealth Management | 17,452 | $462,033 | $490,313.94 | $28,280.94 | 6.12% |