| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Cathy Pareto Cathy Pareto & Associates Inc. | 25,815 | $939,408 | $911,243.68 | -$28,164.32 | -3% |
Allyson Mickool Florida Financial Advisors LLC | 13,422 | $428,683.3 | $473,783.18 | $45,099.88 | 10.52% |
| SK Samira Kadam Synergy Investment Management LLC | 3,000 | $99,330 | $105,897 | $6,567 | 6.61% |
Future You Wealth LLC Future You Wealth LLC | 42,561 | $1.24M | $1.5M | $263,409.74 | 21.26% |
Avi Kantor Certior Financial Group LLC | 29,249 | $946,178.66 | $1.03M | $86,281.79 | 9.12% |
| RFL Rossby Financial LLC Rossby Financial LLC | 462 | $15,348.06 | $16,308.14 | $960.08 | 6.26% |
Ameriflex Group Inc. Ameriflex Group Inc. | 481 | $15,926 | $16,978.82 | $1,052.82 | 6.61% |
Lauren Sterling NerdWallet Wealth Partners LLC | 37,130 | $1.23M | $1.31M | $82,301.45 | 6.7% |
| TPF Tribridge Partners Financial LLC Tribridge Partners Financial LLC | 7,668 | $223,215.48 | $270,672.73 | $47,457.25 | 21.26% |
| PAW Plan A Wealth LLC Plan A Wealth LLC | 8,294 | $269,555 | $292,769.91 | $23,214.91 | 8.61% |