| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Staci Compagno Portside Wealth Group, LLC | 46,540 | $1.22M | $1.28M | $60,860.37 | 4.98% |
Norden Group LLC NORDEN GROUP LLC | 13,387 | $351,195 | $366,268.32 | $15,073.32 | 4.29% |
| RJ Rebecca Judd Pathstone Holdings, LLC | 1.64M | $43.08M | $45.67M | $2.59M | 6.01% |
Janice M. Powell Diversify Advisory Services, LLC | 44,618 | $1.17M | $1.23M | $69,082.06 | 5.93% |
| DWM Diversify Wealth Management LLC DIVERSIFY WEALTH MANAGEMENT, LLC | 44,618 | $1.17M | $1.23M | $69,082.06 | 5.93% |
| AS Aryn Sands GK Wealth Management LLC | 402 | $10,805 | $11,247.56 | $442.56 | 4.1% |