| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| RJ Rebecca Judd Pathstone Holdings, LLC | 10,890 | $300,409 | $310,256.1 | $9,847.1 | 3.28% |
Cynthia Schlanger Ashton Thomas Private Wealth, LLC | 7,732 | $205,014 | $219,240.86 | $14,226.86 | 6.94% |
Nathan Edwards IMG Wealth Management, Inc. | 27,639 | $731,463.07 | $787,296.91 | $55,833.84 | 7.63% |
Five Pine Wealth Management Five Pine Wealth Management | 8,332 | $229,844.62 | $237,378.68 | $7,534.06 | 3.28% |
| PWP Prasad Wealth Partners LLC Prasad Wealth Partners LLC | 7,250 | $204,559 | $205,573.75 | $1,014.75 | 0.5% |
Integrity Advisory Solutions LLC Integrity Advisory Solutions LLC | 37,949 | $1.05M | $1.08M | $27,515.44 | 2.62% |
Cole Dimond Caliber Wealth Management LLC / KS | 27,952 | $741,147.29 | $792,578.96 | $51,431.67 | 6.94% |
Justin Boggs Optima Capital LLC | 7,375 | $208,086 | $209,118.12 | $1,032.12 | 0.5% |