| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| RR rosemary richard WCG Wealth Advisors LLC | 503,148 | $18.41M | $19.69M | $1.27M | 6.9% |
Christopher C. Powers Farther Finance Advisors, LLC | 1,553 | $56,840 | $60,396.17 | $3,556.17 | 6.26% |
Alan Rosenfield HARMONY ASSET MANAGEMENT LLC | 29,037 | $955,410.52 | $1.13M | $174,709.52 | 18.29% |
| SC Stacey Cole Haven Private LLC | 49,135 | $1.5M | $1.92M | $423,557.55 | 28.26% |
| KD Keith Dwyer LeClair Wealth Partners LLC | 8,728 | $293,799 | $340,697.48 | $46,898.48 | 15.96% |
| CWM Copia Wealth Management Copia Wealth Management | 88,868 | $2.69M | $3.47M | $777,414.86 | 28.91% |
| HIW Holos Integrated Wealth LLC Holos Integrated Wealth LLC | 3,757 | $126,202 | $146,410.29 | $20,208.29 | 16.01% |