| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| DN Daniel Newman Noble Wealth Management PBC | 72,317 | $1.15M | $1.17M | $20,001.83 | 1.75% |
Maridea Wealth Management LLC Maridea Wealth Management LLC | 18,032 | $279,312 | $291,306.96 | $11,994.96 | 4.29% |
Bernard Wealth Management Corp Bernard Wealth Management Corp | 234 | $3,651.18 | $3,780.27 | $129.09 | 3.54% |
Benjamin S. Smith Smith Asset Management Co LLC | 74,916 | $1.17M | $1.21M | $44,397.74 | 3.8% |