| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Nathan Edwards IMG Wealth Management, Inc. | 15,404 | $516,371.21 | $598,445.4 | $82,074.19 | 15.89% |
Chris Bulman Inc. Chris Bulman Inc | 8,847 | $321,146 | $343,750.18 | $22,604.18 | 7.04% |
| BIL Beckerman Institutional LLC Beckerman Institutional LLC | 6,186 | $200,364.54 | $239,212.62 | $38,848.08 | 19.39% |
Vantage Point Financial LLC Vantage Point Financial LLC | 7,601 | $251,620.05 | $294,386.73 | $42,766.68 | 17% |
| FLP Financial Life Planners Financial Life Planners | 966 | $35,066 | $37,461.48 | $2,395.48 | 6.83% |
AssuredPartners Investment Advisors LLC AssuredPartners Investment Advisors LLC | 11,574 | $422,567 | $448,492.5 | $25,925.5 | 6.14% |
Integrity Advisory Solutions LLC Integrity Advisory Solutions LLC | 25,359 | $907,598.84 | $982,788.04 | $75,189.2 | 8.28% |
Todd Arthur Gomes Sonoma Allocations LLC | 11,000 | $392,101.33 | $426,470 | $34,368.67 | 8.77% |