| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Mascagni Wealth Management Inc. Mascagni Wealth Management Inc. | 19,351 | $1.22M | $1.6M | $373,766.56 | 30.51% |
Robert Amato Compass Wealth Management LLC/GA | 35,667 | $2.34M | $2.93M | $593,869.14 | 25.42% |
Erik Bonnett Tripletail Wealth Management LLC | 2,051 | $147,631.26 | $168,540.92 | $20,909.66 | 14.16% |
Sarah H. Schmidt Summit Wealth Group LLC / CO | 11,685 | $839,708.89 | $958,578.97 | $118,870.08 | 14.16% |