| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| MD Marilou Davido WFA Asset Management Corp | 1.21M | $15.76M | $20.3M | $4.54M | 28.81% |
| CH Courtney Haddad Concurrent Investment Advisors, LLC | 125,327 | $1.67M | $2.11M | $436,991.15 | 26.15% |
| OWG Oxford Wealth Group LLC Oxford Wealth Group, LLC | 470,549 | $7.18M | $7.91M | $734,054.65 | 10.22% |
| SAM Smartleaf Asset Management LLC Smartleaf Asset Management LLC | 371 | $5,342 | $6,240.22 | $898.22 | 16.81% |
| RZ Rich Zeitz Bravias Capital Group LLC | 35,556 | $481,803.61 | $598,051.92 | $116,248.31 | 24.13% |
| KIM Kane Investment Management Inc. Kane Investment Management Inc. | 37,561 | $497,895.23 | $631,776.02 | $133,880.79 | 26.89% |
| CWM Copia Wealth Management Copia Wealth Management | 3 | $46 | $50.46 | $4.46 | 9.7% |
| JL Jon Lewis Midwest Trust Co | 14,185 | $195,100 | $238,591.7 | $43,491.7 | 22.29% |