| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Maridea Wealth Management LLC Maridea Wealth Management LLC | 64,862 | $2.2M | $2.58M | $386,711.89 | 17.59% |
| MAS MPWM Advisory Solutions LLC MPWM Advisory Solutions LLC | 158,667 | $5.36M | $6.32M | $965,038.67 | 18.01% |
Candy Palugi Claris Financial LLC | 34,829 | $1.2M | $1.4M | $197,325.71 | 16.4% |
Winnow Wealth LLC Winnow Wealth LLC | 9,431 | $338,315.04 | $381,012.4 | $42,697.36 | 12.62% |