| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Janice M. Powell Diversify Advisory Services, LLC | 64,652 | $888,317 | $920,644.48 | $32,327.48 | 3.64% |
| SPC Spirepoint Private Client LLC SPIREPOINT PRIVATE CLIENT, LLC | 46,278 | $486,965.01 | $654,833.7 | $167,868.69 | 34.47% |
| DWM Diversify Wealth Management LLC DIVERSIFY WEALTH MANAGEMENT, LLC | 64,652 | $731,214.12 | $880,560.24 | $149,346.12 | 20.42% |
Heather Scully NWF Advisory Services Inc. | 48,192 | $406,260.48 | $656,375.04 | $250,114.56 | 61.57% |
| DM Daniel Miladinovich DKM Wealth Management Inc. | 23,002 | $224,266 | $313,287.24 | $89,021.24 | 39.69% |
| CMM Comprehensive Money Management Services LLC Comprehensive Money Management Services LLC | 40,465 | $413,572.27 | $591,193.65 | $177,621.38 | 42.95% |
William F. Blake PMG Family Office LLC | 39,694 | $413,897.72 | $540,632.28 | $126,734.56 | 30.62% |