| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Vantage Point Financial LLC Vantage Point Financial LLC | 5,104 | $210,948 | $215,975.76 | $5,027.76 | 2.38% |
Elizabeth Arce Sovran Advisors LLC | 559,190 | $19.86M | $23.54M | $3.68M | 18.53% |
AssuredPartners Investment Advisors LLC AssuredPartners Investment Advisors LLC | 5,617 | $220,921 | $236,756.55 | $15,835.55 | 7.17% |
Wood Tarver Financial Group LLC Wood Tarver Financial Group LLC | 9,017 | $318,376.94 | $380,968.25 | $62,591.31 | 19.66% |
David Dirks Plum Street Advisors LLC | 5,400 | $208,818 | $228,798 | $19,980 | 9.57% |
Todd Arthur Gomes Sonoma Allocations LLC | 8,337 | $321,474.87 | $352,571.73 | $31,096.86 | 9.67% |