| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Nathan Edwards IMG Wealth Management, Inc. | 65,876 | $2.35M | $2.72M | $375,251.15 | 15.98% |
Chris Bulman Inc. Chris Bulman Inc | 8,559 | $334,160.4 | $354,043.03 | $19,882.63 | 5.95% |
| HHW Hiley Hunt Wealth Management Hiley Hunt Wealth Management | 5,118 | $210,401 | $211,168.68 | $767.68 | 0.36% |
Vantage Point Financial LLC Vantage Point Financial LLC | 16,273 | $574,924.86 | $671,423.98 | $96,499.12 | 16.78% |
AssuredPartners Investment Advisors LLC AssuredPartners Investment Advisors LLC | 11,423 | $445,976.97 | $471,484.32 | $25,507.35 | 5.72% |
Integrity Advisory Solutions LLC Integrity Advisory Solutions LLC | 7,709 | $300,975 | $318,111.88 | $17,136.88 | 5.69% |
Wood Tarver Financial Group LLC Wood Tarver Financial Group LLC | 40,576 | $1.49M | $1.67M | $189,366.89 | 12.75% |
Todd Arthur Gomes Sonoma Allocations LLC | 36,803 | $1.42M | $1.52M | $94,802.26 | 6.65% |