| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| LGP Larry G. Peery II Magnolia Private Wealth LLC | 61,874 | $1.44M | $2.13M | $689,488.97 | 48.01% |
| CL Colton Loder Cohalo Advisory LLC | 3,131 | $74,209.08 | $107,534.19 | $33,325.11 | 44.91% |
| MAS MPWM Advisory Solutions LLC MPWM Advisory Solutions LLC | 418 | $9,990.4 | $14,364.57 | $4,374.17 | 43.78% |
| ECC Elizabeth C. Carr CLG LLC | 85,453 | $2.79M | $2.94M | $144,415.14 | 5.17% |
| BWM Barnes Wealth Management Group Inc. Barnes Wealth Management Group Inc. | 7,331 | $239,650 | $251,929.81 | $12,279.81 | 5.12% |
| RM Rich Mowrer Brookwood Investment Group LLC | 198,479 | $5.79M | $6.82M | $1.03M | 17.8% |