| 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% |
Megan J. Lottier Rockwood Wealth Management, LLC | 6,351 | $310,799.06 | $363,023.16 | $52,224.1 | 16.8% |
Christopher C. Powers Farther Finance Advisors, LLC | 28,150 | $1.6M | $1.61M | $6,700 | 0.42% |
One Degree Advisors Inc. One Degree Advisors Inc | 30,699 | $1.5M | $1.75M | $252,345.78 | 16.8% |
| JWM JPL Wealth Management LLC JPL Wealth Management, LLC | 36,070 | $1.77M | $2.14M | $372,196.2 | 21.08% |
Elizabeth Parks VOISARD ASSET MANAGEMENT GROUP, INC. | 38,601 | $1.89M | $2.21M | $317,262.16 | 16.79% |
Cache Advisors LLC Cache Advisors LLC | 1.87M | $88.1M | $107.06M | $18.95M | 21.51% |
| RS Ranga Srinivasan Everest Management Corp | 111,578 | $5.46M | $6.59M | $1.13M | 20.74% |