| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Highline Wealth Partners LLC Highline Wealth Partners LLC | 112 | $27,033 | $31,025.12 | $3,992.12 | 14.77% |
VestGen Advisors LLC VestGen Advisors LLC | 2,560 | $617,907.2 | $730,444.8 | $112,537.6 | 18.21% |
| PH Peter Heilbron Trace Wealth Advisors LLC | 24,508 | $5.29M | $6.79M | $1.5M | 28.29% |
| CMM Comprehensive Money Management Services LLC Comprehensive Money Management Services LLC | 2,857 | $616,984 | $821,273.19 | $204,289.19 | 33.11% |