| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| AJP Aaron J. Plautz Principia Wealth Advisory LLC | 930 | $40,481.81 | $54,023.7 | $13,541.89 | 33.45% |
| PWP Prasad Wealth Partners LLC Prasad Wealth Partners LLC | 261,460 | $12.81M | $15.28M | $2.47M | 19.24% |
Allyson Mickool Florida Financial Advisors LLC | 4,950 | $257,506.41 | $290,070 | $32,563.59 | 12.65% |
| DCL Dahring | Cusmano LLC Dahring | Cusmano LLC | 296,584 | $13.77M | $17.38M | $3.61M | 26.19% |
| DRL Dean R. Larabee III RFG - Bristol Wealth Advisors LLC | 138,593 | $7.11M | $8.11M | $992,286.94 | 13.95% |
| KIM Kane Investment Management Inc. Kane Investment Management Inc. | 32,795 | $1.58M | $1.92M | $336,584.24 | 21.27% |
| MWM Mascagni Wealth Management Inc. Mascagni Wealth Management Inc. | 17,408 | $907,434.28 | $1.02M | $113,544.92 | 12.51% |
| BWM Barnes Wealth Management Group Inc. Barnes Wealth Management Group Inc. | 19,850 | $1.02M | $1.16M | $145,864.75 | 14.33% |