| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| RJ Rebecca Judd Pathstone Holdings, LLC | 10,890 | $300,409 | $312,651.9 | $12,242.9 | 4.08% |
Cynthia Schlanger Ashton Thomas Private Wealth, LLC | 7,732 | $205,014 | $222,140.36 | $17,126.36 | 8.35% |
Nathan Edwards IMG Wealth Management, Inc. | 27,639 | $731,463.07 | $796,003.2 | $64,540.13 | 8.82% |
Five Pine Wealth Management Five Pine Wealth Management | 8,332 | $229,844.62 | $239,211.72 | $9,367.1 | 4.08% |
| PWP Prasad Wealth Partners LLC Prasad Wealth Partners LLC | 7,250 | $204,559 | $208,800 | $4,241 | 2.07% |
Integrity Advisory Solutions LLC Integrity Advisory Solutions LLC | 37,949 | $1.05M | $1.09M | $44,402.75 | 4.23% |
Cole Dimond Caliber Wealth Management LLC / KS | 27,952 | $741,147.29 | $805,017.6 | $63,870.31 | 8.62% |
Justin Boggs Optima Capital LLC | 7,375 | $208,086 | $212,400 | $4,314 | 2.07% |