| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Nathan Edwards IMG Wealth Management, Inc. | 15,377 | $515,472.92 | $604,469.87 | $88,996.95 | 17.27% |
Chris Bulman Inc. Chris Bulman Inc | 8,275 | $300,382.41 | $322,063 | $21,680.59 | 7.22% |
Curtis Harrell Tounjian Advisory Partners LLC | 34,677 | $1.34M | $1.36M | $22,886.87 | 1.71% |
| BIL Beckerman Institutional LLC Beckerman Institutional LLC | 6,186 | $200,364.54 | $243,085.67 | $42,721.13 | 21.32% |
Vantage Point Financial LLC Vantage Point Financial LLC | 7,481 | $247,627.64 | $294,676.59 | $47,048.95 | 19% |
AssuredPartners Investment Advisors LLC AssuredPartners Investment Advisors LLC | 11,574 | $422,567 | $454,973.94 | $32,406.94 | 7.67% |
Integrity Advisory Solutions LLC Integrity Advisory Solutions LLC | 23,378 | $836,698.83 | $909,871.76 | $73,172.93 | 8.75% |
Todd Arthur Gomes Sonoma Allocations LLC | 11,000 | $392,101.33 | $428,120 | $36,018.67 | 9.19% |