| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| KIM Kane Investment Management Inc. Kane Investment Management Inc. | 45,512 | $1.59M | $1.94M | $354,567.29 | 22.36% |
| RPG Retirement Planning Group LLC / NY Retirement Planning Group LLC / NY | 136,096 | $4.37M | $5.8M | $1.43M | 32.68% |
| DR Don Ruffin Park Square Financial Group LLC | 10,544 | $427,453.99 | $452,917.52 | $25,463.53 | 5.96% |
Fortitude Financial LLC Fortitude Financial LLC | 5,341 | $174,350.55 | $228,541.39 | $54,190.84 | 31.08% |
Forefront Wealth Partners LLC Forefront Wealth Partners LLC | 220,479 | $7.7M | $9.46M | $1.76M | 22.87% |
Rainier Family Wealth Inc. Rainier Family Wealth Inc. | 78,376 | $2.73M | $3.34M | $608,583.63 | 22.27% |
Robert Amato Compass Wealth Management LLC/GA | 360,154 | $11.72M | $15.36M | $3.63M | 30.98% |
Holos Integrated Wealth LLC Holos Integrated Wealth LLC | 790 | $32,623 | $33,831.75 | $1,208.75 | 3.71% |
Michael Behner Nautilus Advisors LLC | 19,912 | $691,686.08 | $854,125.24 | $162,439.16 | 23.48% |
Todd Arthur Gomes Sonoma Allocations LLC | 44,543 | $1.56M | $1.9M | $335,505.77 | 21.47% |