| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| FCI Family CFO Inc Family CFO Inc | 63,129 | $3.09M | $3.73M | $640,582.59 | 20.73% |
Michael Topley Lansing Street Advisors | 60,080 | $3.36M | $3.56M | $198,143.84 | 5.9% |
Mark Meredith Meredith Wealth Planning | 19,556 | $957,103 | $1.16M | $201,159.77 | 21.02% |
Kyle Moore Quarry Hill Advisors LLC | 4,497 | $220,083.18 | $265,715.14 | $45,631.96 | 20.73% |
Matthew T. Miler MilWealth Group LLC | 2,995 | $146,577 | $176,966.16 | $30,389.16 | 20.73% |
| AMEX Exchange | US Country |