| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Proactive Wealth Strategies LLC Proactive Wealth Strategies LLC | 23,041 | $3.04M | $3.32M | $285,472.11 | 9.4% |
Smart Wealth LLC Smart Wealth LLC | 3,650 | $486,182.73 | $543,028.75 | $56,846.02 | 11.69% |
Keystone Financial Services LLC Keystone Financial Services LLC | 1,687 | $218,089.35 | $250,983.42 | $32,894.07 | 15.08% |
| MP Megan Parrish Berkeley Inc. | 51,925 | $6.32M | $7.68M | $1.36M | 21.58% |
Mike Silane 21 West Wealth Management LLC | 11,302 | $1.46M | $1.66M | $197,373.84 | 13.51% |
Adam Scott Argyle Capital Partners LLC | 2,650 | $338,135.89 | $388,569.5 | $50,433.61 | 14.92% |