| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| AWM Accurate Wealth Management LLC Accurate Wealth Management LLC | 77,936 | $1.4M | $1.99M | $594,905.5 | 42.58% |
| WB William Bromley Innova Wealth Partners | 201,104 | $4.17M | $5.14M | $969,239.53 | 23.24% |
| SU Scott Ungar BlackDiamond Wealth Management LLC | 23,539 | $418,994.2 | $602,480.7 | $183,486.5 | 43.79% |
| RZ Rich Zeitz Bravias Capital Group LLC | 50,872 | $1.05M | $1.3M | $250,090.01 | 23.81% |
| MAI McGrath & Associates Inc. McGrath & Associates Inc. | 297,185 | $5.84M | $7.6M | $1.76M | 30.06% |
| CL Colton Loder Cohalo Advisory LLC | 2,356 | $46,946.61 | $60,219.36 | $13,272.75 | 28.27% |