| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Cathy Pareto Cathy Pareto & Associates Inc. | 20,358 | $902,226.45 | $1.23M | $325,360.95 | 36.06% |
Lyn Dippel Curio Wealth LLC | 5 | $249 | $307.05 | $58.05 | 23.31% |
Nova Wealth Management Inc. Nova Wealth Management Inc. | 5,829 | $274,260.63 | $357,900.6 | $83,639.97 | 30.5% |
| PW Potentia Wealth Potentia Wealth | 57,364 | $2.77M | $3.52M | $750,150.74 | 27.06% |
| RN Ron New Whipplewood Advisors LLC | 3,270 | $133,089 | $200,549.1 | $67,460.1 | 50.69% |
| SK Samira Kadam Synergy Investment Management LLC | 240 | $12,115 | $14,688 | $2,573 | 21.24% |
| SS Spencer Schwarting Cornerstone Financial Group LLC /NE/ | 7,378 | $337,709.77 | $449,762.88 | $112,053.11 | 33.18% |
| RPG Retirement Planning Group LLC / NY Retirement Planning Group LLC / NY | 11,825 | $540,358.83 | $720,852 | $180,493.17 | 33.4% |
Ameriflex Group Inc. Ameriflex Group Inc. | 2,046 | $101,762.79 | $124,560.48 | $22,797.69 | 22.4% |
| CWM Copia Wealth Management Copia Wealth Management | 12,898 | $596,863.99 | $785,230.24 | $188,366.25 | 31.56% |
| BFF Byrne Financial Freedom LLC Byrne Financial Freedom LLC | 4,384 | $200,612.17 | $266,766.4 | $66,154.23 | 32.98% |