| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| FCI Family CFO Inc Family CFO Inc | 63,129 | $3.09M | $3.61M | $518,920.38 | 16.8% |
Michael Topley Lansing Street Advisors | 60,080 | $3.36M | $3.43M | $73,898.4 | 2.2% |
Mark Meredith Meredith Wealth Planning | 19,556 | $957,103 | $1.12M | $160,717.96 | 16.79% |
Kyle Moore Quarry Hill Advisors LLC | 4,497 | $220,083.18 | $257,048.52 | $36,965.34 | 16.8% |
Matthew T. Miler MilWealth Group LLC | 2,995 | $146,577 | $171,194.2 | $24,617.2 | 16.79% |