| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| ML Maseco LLP Maseco LLP | 2.34M | $259.86M | $298.21M | $38.35M | 14.76% |
Harbor Asset Planning Inc. Harbor Asset Planning Inc. | 713 | $76,380.22 | $90,932.45 | $14,552.23 | 19.05% |
BLVD Private Wealth LLC BLVD Private Wealth LLC | 40,254 | $4.07M | $5.13M | $1.06M | 26.16% |
Molly Wheeler Burk Holdings LLC | 27,664 | $2.77M | $3.53M | $761,423.15 | 27.52% |
| WMA William Mack & Associates Inc. William Mack & Associates Inc. | 3,632 | $337,378.73 | $466,112.72 | $128,733.99 | 38.16% |
David K. Gilmore Equity Wealth Partners LLC | 3,828 | $416,104.57 | $488,414.52 | $72,309.95 | 17.38% |