| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Cynthia Schlanger Ashton Thomas Private Wealth, LLC | 2,081 | $88,463 | $94,799.95 | $6,336.95 | 7.16% |
Nathan Edwards IMG Wealth Management, Inc. | 49,605 | $1.94M | $2.26M | $321,042.51 | 16.56% |
Chris Bulman Inc. Chris Bulman Inc | 8,614 | $366,181 | $392,410.77 | $26,229.77 | 7.16% |
Legacy Wealth Managment LLC/ID Legacy Wealth Managment LLC/ID | 1,602 | $68,102 | $72,754.83 | $4,652.83 | 6.83% |
| HHW Hiley Hunt Wealth Management Hiley Hunt Wealth Management | 24,384 | $981,548.68 | $1.11M | $125,850.68 | 12.82% |
Camaron Barta BXM Wealth LLC | 55,195 | $2.35M | $2.51M | $162,825.7 | 6.94% |
| WBC William Bradley Clayton Sagespring Wealth Partners LLC | 6,674 | $269,979 | $303,333.3 | $33,354.3 | 12.35% |
Wood Tarver Financial Group LLC Wood Tarver Financial Group LLC | 18,984 | $748,962.9 | $863,012.64 | $114,049.74 | 15.23% |
| CDW Campbell Deegan Wealth Management LLC Campbell Deegan Wealth Management LLC | 150,463 | $6.46M | $6.84M | $382,872.15 | 5.93% |
Todd Arthur Gomes Sonoma Allocations LLC | 387,022 | $16.23M | $17.6M | $1.36M | 8.39% |