| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Highline Wealth Partners LLC Highline Wealth Partners LLC | 500 | $21,180 | $21,755.25 | $575.25 | 2.72% |
Nova Wealth Management Inc. Nova Wealth Management Inc. | 21,718 | $785,225.56 | $947,990.7 | $162,765.14 | 20.73% |
| CMP Craig M. Pesce Marshall & Sterling Wealth Advisors Inc. | 100,229 | $3.6M | $4.38M | $779,976.88 | 21.66% |
| BCW Ball & Co Wealth Management Inc. Ball & Co Wealth Management Inc. | 2,777 | $117,633.72 | $121,590.94 | $3,957.22 | 3.36% |
| BWM Barnes Wealth Management Group Inc. Barnes Wealth Management Group Inc. | 5,464 | $231,455 | $238,530.92 | $7,075.92 | 3.06% |
| CTC Caldwell Trust Co Caldwell Trust Co | 84 | $3,001.5 | $3,652.74 | $651.24 | 21.7% |