| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Cynthia Schlanger Ashton Thomas Private Wealth, LLC | 7,732 | $205,014 | $219,086.22 | $14,072.22 | 6.86% |
Nathan Edwards IMG Wealth Management, Inc. | 28,654 | $757,619.59 | $811,911.09 | $54,291.5 | 7.17% |
Five Pine Wealth Management Five Pine Wealth Management | 10,680 | $294,616 | $302,617.8 | $8,001.8 | 2.72% |
Integrity Advisory Solutions LLC Integrity Advisory Solutions LLC | 28,137 | $771,682.88 | $796,583.79 | $24,900.91 | 3.23% |
Cole Dimond Caliber Wealth Management LLC / KS | 37,731 | $1M | $1.07M | $67,761.09 | 6.77% |