| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| RN Ron New Whipplewood Advisors LLC | 30,494 | $924,584.29 | $1.07M | $149,414.39 | 16.16% |
Siligmueller & Norvid Wealth Advisors LLC Siligmueller & Norvid Wealth Advisors LLC | 22,479 | $745,189 | $791,373.19 | $46,184.19 | 6.2% |
Frank Tehel October Effect Ltd. | 66,940 | $2M | $2.36M | $365,827.29 | 18.31% |
Winnow Wealth LLC Winnow Wealth LLC | 99,102 | $3.39M | $3.5M | $109,231.28 | 3.22% |
| HIW Holos Integrated Wealth LLC Holos Integrated Wealth LLC | 156,981 | $4.58M | $5.67M | $1.09M | 23.84% |
| BFS Beacon Financial Strategies Corp Beacon Financial Strategies Corp | 9,789 | $357,103 | $345,845.37 | -$11,257.63 | -3.15% |