| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| PWM Puff Wealth Management LLC Puff Wealth Management LLC | 19,015 | $601,976 | $806,236 | $204,260 | 33.93% |
Samira Kadam Synergy Investment Management LLC | 1,534 | $55,484 | $67,302.72 | $11,818.72 | 21.3% |
| RFL Rossby Financial LLC Rossby Financial LLC | 1,298 | $44,618.51 | $55,035.2 | $10,416.69 | 23.35% |
Topsail Wealth Management LLC Topsail Wealth Management LLC | 400 | $12,723.69 | $17,449.68 | $4,725.99 | 37.14% |
| MAS MPWM Advisory Solutions LLC MPWM Advisory Solutions LLC | 58 | $2,098 | $2,530.2 | $432.2 | 20.6% |
TradeWell Securities LLC TradeWell Securities LLC | 156,933 | $4.99M | $6.65M | $1.66M | 33.3% |