| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| KPS Kyle P. Smith NewEdge Wealth LLC | 212,320 | $7.27M | $8.2M | $925,715.2 | 12.73% |
| RFA Resurgent Financial Advisors LLC Resurgent Financial Advisors LLC | 12,599 | $400,808.18 | $486,321.4 | $85,513.22 | 21.34% |