| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| AWM Accurate Wealth Management LLC Accurate Wealth Management LLC | 77,936 | $1.4M | $2.07M | $673,620.86 | 48.21% |
| WB William Bromley Innova Wealth Partners | 246,565 | $5.3M | $6.62M | $1.31M | 24.71% |
Scott Ungar BlackDiamond Wealth Management LLC | 23,539 | $418,994.2 | $624,018.89 | $205,024.69 | 48.93% |
| RZ Rich Zeitz Bravias Capital Group LLC | 69,613 | $1.53M | $1.87M | $337,048.25 | 22.05% |
| MAI McGrath & Associates Inc. McGrath & Associates Inc. | 297,185 | $5.84M | $7.88M | $2.04M | 34.89% |
| CL Colton Loder Cohalo Advisory LLC | 2,334 | $46,500.05 | $61,874.34 | $15,374.29 | 33.06% |