| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Jennifer Lutz Trademark Financial Management, LLC | 3,070 | $199,460.62 | $232,030.6 | $32,569.98 | 16.33% |
| WL Wealthcollab LLC WealthCollab, LLC | 2,699 | $143,748.01 | $203,909.45 | $60,161.44 | 41.85% |
Bruce Barton Parkworth Wealth Management, Inc. | 437 | $22,092.07 | $33,028.46 | $10,936.39 | 49.5% |
Lyn Dippel Curio Wealth LLC | 5,088 | $304,116.77 | $384,398.4 | $80,281.63 | 26.4% |
| DC David Cantor LongView Asset Management LLC | 38,844 | $2.07M | $2.93M | $858,394.06 | 41.51% |
| KV Katherine Vessenes Vestment Financial LLC | 8,185 | $446,839.01 | $610,846.55 | $164,007.54 | 36.7% |
Maseco LLP Maseco LLP | 436,282 | $29.07M | $32.84M | $3.77M | 12.96% |
Bonnie Courtney Cambridge Financial Group LLC | 4,101 | $272,998 | $308,682.27 | $35,684.27 | 13.07% |