| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| DWM Diversify Wealth Management LLC DIVERSIFY WEALTH MANAGEMENT, LLC | 30,951 | $1.3M | $1.36M | $64,533.26 | 4.97% |
Nathan Edwards IMG Wealth Management, Inc. | 480 | $17,904 | $21,074.4 | $3,170.4 | 17.71% |
Jefferson H. West Legacy Investment Solutions LLC | 80 | $3,107 | $3,512 | $405 | 13.04% |
REAP Financial Group LLC REAP Financial Group LLC | 1,808 | $61,526.2 | $79,380.24 | $17,854.04 | 29.02% |
| GWI Griffith & Werner Inc. Griffith & Werner Inc. | 118,957 | $4.44M | $5.24M | $798,201.74 | 17.99% |
QTR Family Wealth LLC QTR Family Wealth LLC | 14,736 | $542,232.89 | $648,384 | $106,151.11 | 19.58% |