| 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% |
Megan J. Lottier Rockwood Wealth Management, LLC | 6,351 | $310,799.06 | $376,169.73 | $65,370.67 | 21.03% |
Christopher C. Powers Farther Finance Advisors, LLC | 28,150 | $1.6M | $1.66M | $61,029.5 | 3.81% |
One Degree Advisors Inc. One Degree Advisors Inc | 29,094 | $1.42M | $1.72M | $295,222.64 | 20.73% |
| JWM JPL Wealth Management LLC JPL Wealth Management, LLC | 36,070 | $1.77M | $1.77M | - | - |
Elizabeth Parks VOISARD ASSET MANAGEMENT GROUP, INC. | 38,601 | $1.89M | $2.28M | $391,654.01 | 20.73% |
Cache Advisors LLC Cache Advisors LLC | 1.87M | $88.1M | $110.93M | $22.83M | 25.91% |
| RS Ranga Srinivasan Everest Management Corp | 111,578 | $5.46M | $6.59M | $1.13M | 20.73% |