| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Jeff Ameen Spire Wealth Management | 40 | $532.8 | $640.4 | $107.6 | 20.2% |
Michael Byun SageView Advisory Group LLC | 208 | $3,123 | $3,357.12 | $234.12 | 7.5% |
Jeffrey Steele Silverlake Wealth Management LLC | 14,928 | $174,678.21 | $244,222.08 | $69,543.87 | 39.81% |
| BIL Beckerman Institutional LLC Beckerman Institutional LLC | 57,529 | $747,787.73 | $911,834.65 | $164,046.92 | 21.94% |
| FDW Fourth Dimension Wealth LLC Fourth Dimension Wealth LLC | 12 | $140 | $190.32 | $50.32 | 35.94% |
Matthew Jenkins GatePass Capital LLC | 87,000 | $1.04M | $1.41M | $366,960 | 35.26% |