| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Jeff Ameen Spire Wealth Management | 24,294 | $714,362.64 | $762,858.32 | $48,495.68 | 6.79% |
Mark Alan Zeigler II Foguth Wealth Management, LLC. | 434,444 | $13.02M | $13.66M | $640,635.13 | 4.92% |
| JSA Jim Saulnier & Associates LLC Jim Saulnier & Associates LLC | 127,411 | $3.47M | $3.99M | $519,349.9 | 14.96% |
| KD Keith Dwyer LeClair Wealth Partners LLC | 9,098 | $270,358 | $285,495.24 | $15,137.24 | 5.6% |