| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| MTW Masso Torrence Wealth Management Inc. Masso Torrence Wealth Management Inc. | 13,748 | $370,088.24 | $466,607.12 | $96,518.88 | 26.08% |
| MM Michelle McCarthy Vantage Financial Partners LLC | 382,034 | $10.14M | $12.87M | $2.72M | 26.85% |
Christopher C. Powers Farther Finance Advisors, LLC | 91,137 | $2.39M | $3.08M | $693,567.89 | 29.04% |
BRUCE G ALLEN Bruce G. Allen Investments, LLC | 1,919 | $55,664.66 | $64,881.39 | $9,216.73 | 16.56% |
| RJ Rebecca Judd Pathstone Holdings, LLC | 12,342 | $323,576.15 | $418,393.8 | $94,817.65 | 29.3% |
Maridea Wealth Management LLC Maridea Wealth Management LLC | 9,901 | $283,580.36 | $336,733.01 | $53,152.65 | 18.74% |
| KD Keith Dwyer LeClair Wealth Partners LLC | 10,191 | $306,031 | $346,595.91 | $40,564.91 | 13.26% |