| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Jennifer Lutz Trademark Financial Management, LLC | 3,070 | $199,460.62 | $230,428.06 | $30,967.44 | 15.53% |
| WL Wealthcollab LLC WealthCollab, LLC | 2,699 | $143,748.01 | $208,805.17 | $65,057.16 | 45.26% |
Bruce Barton Parkworth Wealth Management, Inc. | 437 | $22,092.07 | $32,800.35 | $10,708.28 | 48.47% |
Lyn Dippel Curio Wealth LLC | 5,088 | $304,116.77 | $393,627.52 | $89,510.75 | 29.43% |
| DC David Cantor LongView Asset Management LLC | 38,844 | $2.07M | $2.92M | $847,828.45 | 41% |
| KV Katherine Vessenes Vestment Financial LLC | 8,098 | $439,987.58 | $607,819.68 | $167,832.1 | 38.14% |
| ML Maseco LLP Maseco LLP | 436,282 | $29.07M | $32.75M | $3.68M | 12.65% |
Bonnie Courtney Cambridge Financial Group LLC | 4,101 | $272,998 | $307,812.85 | $34,814.85 | 12.75% |