| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| GWM Gibbs Wealth Management Gibbs Wealth Management | 5,433 | $513,894 | $589,263.18 | $75,369.18 | 14.67% |
Sarah H. Schmidt Summit Wealth Group LLC / CO | 15,608 | $1.42M | $1.69M | $272,983.74 | 19.23% |
Allison Brecher Vestwell Advisors LLC | 8,649 | $779,716.03 | $970,590.78 | $190,874.75 | 24.48% |
Bonnie Courtney Cambridge Financial Group LLC | 68,669 | $5.72M | $7.45M | $1.72M | 30.12% |
| BWL Basepoint Wealth LLC Basepoint Wealth LLC | 254 | $23,159.48 | $28,192.73 | $5,033.25 | 21.73% |
Gassan Kassira Kassira Wealth Management LLC | 20,990 | $1.86M | $2.33M | $468,511.22 | 25.17% |
David K. Gilmore Equity Wealth Partners LLC | 3,459 | $306,683.36 | $375,163.14 | $68,479.78 | 22.33% |