| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| AB Alan Bewley United Wealth Management LLC | 171,484 | $4.34M | $6.65M | $2.31M | 53.1% |
Topsail Wealth Management LLC Topsail Wealth Management LLC | 247 | $8,346 | $9,605.83 | $1,259.83 | 15.1% |
| RS Ranga Srinivasan Everest Management Corp | 7,358 | $248,627 | $286,152.62 | $37,525.62 | 15.09% |
| KV Katherine Vessenes Vestment Financial LLC | 9,253 | $228,840.08 | $359,849.17 | $131,009.09 | 57.25% |
Pinney & Scofield Inc. Pinney & Scofield Inc. | 24,899 | $688,217.03 | $968,322.11 | $280,105.08 | 40.7% |
Integrity Advisory Solutions LLC Integrity Advisory Solutions LLC | 144,064 | $4.44M | $5.62M | $1.18M | 26.63% |
Matthew Chester Tableaux LLC | 61,692 | $1.88M | $2.41M | $523,051.58 | 27.76% |
Sarah H. Schmidt Summit Wealth Group LLC / CO | 53,700 | $1.73M | $2.11M | $373,752 | 21.58% |