| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Keith Dubauskas One Plus One Wealth Management LLC | 20,922 | $1.05M | $1.16M | $108,375.96 | 10.29% |
Kimberly Cappellano Private Wealth Asset Management LLC | 114,157 | $5.75M | $6.32M | $566,994.66 | 9.86% |
Mark Fiskio Empirical Asset Management LLC | 19,537 | $983,883.32 | $1.08M | $101,006.29 | 10.27% |
Loni Adams Daymark Wealth Partners LLC | 26,199 | $1.32M | $1.45M | $129,466.7 | 9.81% |
John Shanley Aspect Partners, LLC | 30,742 | $1.55M | $1.71M | $158,975.26 | 10.27% |
Twin Peaks Wealth Advisors LLC TWIN PEAKS WEALTH ADVISORS, LLC | 25,569 | $1.37M | $1.43M | $52,956 | 3.86% |
Adam Jordan Paul R. Ried Financial Group, LLC | 35,666 | $1.8M | $1.97M | $177,145.45 | 9.86% |
| JS Jeffrey Socha Entrewealth LLC | 45,512 | $2.29M | $2.54M | $245,851.72 | 10.73% |