| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| CMP Craig M. Pesce Marshall & Sterling Wealth Advisors Inc. | 63,815 | $4.18M | $5.07M | $889,864.53 | 21.27% |
| RFL Rossby Financial LLC Rossby Financial LLC | 16,520 | $1.07M | $1.31M | $243,016.59 | 22.7% |
| KIM Kane Investment Management Inc. Kane Investment Management Inc. | 5,857 | $388,363.71 | $495,912.19 | $107,548.48 | 27.69% |
| BJM Brian J. Malizia Lakeshore Capital Group Inc. | 111,760 | $7.36M | $8.88M | $1.53M | 20.75% |
Forefront Wealth Partners LLC Forefront Wealth Partners LLC | 5,703 | $411,567.95 | $473,406.03 | $61,838.08 | 15.02% |
Justin Boggs Optima Capital LLC | 73,227 | $5.22M | $5.82M | $602,120.86 | 11.54% |
| SWM Stonebridge Wealth Management LLC Stonebridge Wealth Management LLC | 29,683 | $1.79M | $2.36M | $566,756.05 | 31.61% |
Base Wealth Management LLC Base Wealth Management LLC | 114,188 | $9.43M | $9.08M | -$348,291 | -3.69% |