| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| GPB Greg P. Benner Vertex Planning Partners LLC | 185,267 | $5.08M | $7.71M | $2.63M | 51.76% |
| WPA Wealth Preservation Advisors LLC Wealth Preservation Advisors LLC | 19,162 | $554,153.74 | $796,755.96 | $242,602.22 | 43.78% |
Rajiv Shah KINGSWOOD WEALTH ADVISORS, LLC | 77,731 | $2.87M | $3.22M | $348,234.4 | 12.13% |
Mathieu Cornu Pictet Asset Management Holding SA | 265,511 | $7.18M | $10.98M | $3.8M | 52.91% |
Jeremy Intihar TIAA TRUST, NATIONAL ASSOCIATION | 17,673 | $496,257.83 | $731,132.01 | $234,874.18 | 47.33% |
| RN Ron New Whipplewood Advisors LLC | 358 | $10,774.02 | $14,592.08 | $3,818.06 | 35.44% |
| MDR Michael D. Richards Jr. Capital A Wealth Management LLC | 211 | $6,351.1 | $8,591.92 | $2,240.82 | 35.28% |
Harbor Asset Planning Inc. Harbor Asset Planning Inc. | 2,030 | $70,551 | $83,636 | $13,085 | 18.55% |