| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| JA Joshua Angell Poinciana Advisors Group LLC | 218,043 | $4.64M | $6.19M | $1.55M | 33.53% |
HMV Wealth Advisors LLC HMV Wealth Advisors LLC | 646,657 | $14.42M | $18.34M | $3.92M | 27.19% |
Clark Asset Management LLC Clark Asset Management LLC | 17,159 | $435,328 | $487,487.19 | $52,159.19 | 11.98% |
Base Wealth Management LLC Base Wealth Management LLC | 7,131 | $196,815.6 | $202,056.88 | $5,241.28 | 2.66% |