| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Nathan Edwards IMG Wealth Management, Inc. | 15,377 | $515,472.92 | $609,928.7 | $94,455.78 | 18.32% |
Chris Bulman Inc. Chris Bulman Inc | 8,275 | $300,382.41 | $329,593.25 | $29,210.84 | 9.72% |
Curtis Harrell Tounjian Advisory Partners LLC | 34,677 | $1.34M | $1.37M | $34,503.66 | 2.57% |
| BIL Beckerman Institutional LLC Beckerman Institutional LLC | 6,186 | $200,364.54 | $246,202.8 | $45,838.26 | 22.88% |
Vantage Point Financial LLC Vantage Point Financial LLC | 7,481 | $247,627.64 | $298,043.04 | $50,415.4 | 20.36% |
AssuredPartners Investment Advisors LLC AssuredPartners Investment Advisors LLC | 11,574 | $422,567 | $459,603.54 | $37,036.54 | 8.76% |
Integrity Advisory Solutions LLC Integrity Advisory Solutions LLC | 23,378 | $836,698.83 | $928,691.05 | $91,992.22 | 10.99% |
Todd Arthur Gomes Sonoma Allocations LLC | 11,000 | $392,101.33 | $438,020 | $45,918.67 | 11.71% |