| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| FCI Family CFO Inc Family CFO Inc | 63,129 | $3.09M | $3.64M | $551,614.89 | 17.85% |
Mark Meredith Meredith Wealth Planning | 19,556 | $957,103 | $1.13M | $170,846.01 | 17.85% |
Kyle Moore Quarry Hill Advisors LLC | 4,497 | $220,083.18 | $259,377.52 | $39,294.34 | 17.85% |
Matthew T. Miler MilWealth Group LLC | 2,995 | $146,577 | $172,745.31 | $26,168.31 | 17.85% |
Megan J. Lottier Rockwood Wealth Management, LLC | 6,352 | $310,848 | $366,370.02 | $55,522.02 | 17.86% |