| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| TWP Triad Wealth Partners LLC Triad Wealth Partners, LLC | 45,662 | $1.53M | $1.63M | $98,770.04 | 6.46% |
Cynthia Schlanger Ashton Thomas Private Wealth, LLC | 4,092 | $136,549.6 | $144,652.2 | $8,102.6 | 5.93% |
Nathan Edwards IMG Wealth Management, Inc. | 39,940 | $1.26M | $1.42M | $167,704.77 | 13.35% |
Lifewealth Investments LLC LifeWealth Investments, LLC | 7,705 | $239,384.34 | $272,371.75 | $32,987.41 | 13.78% |
AssuredPartners Investment Advisors LLC AssuredPartners Investment Advisors LLC | 98,257 | $3.22M | $3.5M | $283,962.8 | 8.82% |
Todd Arthur Gomes Sonoma Allocations LLC | 26,694 | $938,428 | $943,632.9 | $5,204.9 | 0.55% |