| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Katie Smith Delos Wealth Advisors LLC | 1,200 | $14,652 | $74,196 | $59,544 | 406.39% |
Jeffrey Gilbert Balboa Wealth Partners | 10,000 | $122,100 | $600,900 | $478,800 | 392.14% |
Christopher C. Powers Farther Finance Advisors, LLC | 400 | $4,132.26 | $24,036 | $19,903.74 | 481.67% |
Paul Zarling Client First Investment Management LLC | 13,258 | $870,520.28 | $903,930.44 | $33,410.16 | 3.84% |
Heritage Oak Wealth Advisors LLC HERITAGE OAK WEALTH ADVISORS LLC | 5,500 | $361,130 | $393,965 | $32,835 | 9.09% |
| CW Chung Wu Chung Wu Investment Group LLC | 700 | $10,885 | $49,637 | $38,752 | 356.01% |