| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| JC Jackson Calvin Sage Investment Counsel LLC | 116,998 | $1.47M | $1.91M | $440,743.89 | 29.99% |
Maridea Wealth Management LLC Maridea Wealth Management LLC | 41,425 | $534,551.79 | $674,606.12 | $140,054.33 | 26.2% |
Rossby Financial LLC Rossby Financial LLC | 1,000 | $15,335 | $16,330 | $995 | 6.49% |
| FDW Fourth Dimension Wealth LLC Fourth Dimension Wealth LLC | 792 | $9,987.29 | $12,925.44 | $2,938.15 | 29.42% |
Nicole Reese WPG Advisers LLC | 25 | $314 | $408.25 | $94.25 | 30.02% |
HFM Investment Advisors LLC HFM Investment Advisors LLC | 24 | $371.11 | $390.7 | $19.59 | 5.28% |