| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
William Liberti Wealth Effects LLC | 12,727 | $437,249.98 | $649,405.34 | $212,155.36 | 48.52% |
| HKP Holly Kathleen Pizzi Leverty Financial Group LLC | 13,126 | $469,910.8 | $670,213.57 | $200,302.77 | 42.63% |
Amanda Hawley Atria Wealth Solutions Inc. | 7,973 | $343,636.3 | $407,101.39 | $63,465.09 | 18.47% |
Lukas Lindgren Abound Wealth Management | 136 | $6,292 | $6,944.16 | $652.16 | 10.36% |
| PVI Pine Valley Investments Ltd. Liability Co. Pine Valley Investments Ltd. Liability Co. | 15,200 | $708,328.94 | $776,112.02 | $67,783.08 | 9.57% |
Courtney Haddad Concurrent Investment Advisors, LLC | 7,397 | $333,364.03 | $377,690.83 | $44,326.8 | 13.3% |
Kevin Kuhn Kuhn & Co Investment Counsel | 54,527 | $2.13M | $2.78M | $655,592.73 | 30.8% |
Alfonso Charles Broadway Wealth Solutions, Inc. | 5,091 | $205,473.58 | $259,946.47 | $54,472.89 | 26.51% |
| GPW Gentry Private Wealth LLC GENTRY PRIVATE WEALTH, LLC | 10,514 | $418,095.44 | $536,485.25 | $118,389.81 | 28.32% |
Stephen Davis Fairvoy Private Wealth LLC | 100,689 | $4.67M | $5.14M | $468,078.98 | 10.02% |