| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| JE Jean Elzayek Householder Group Estate & Retirement Specialist LLC | 887 | $23,736.12 | $31,373.19 | $7,637.07 | 32.17% |
| AH Amanda Hawley Atria Wealth Solutions Inc. | 9,605 | $299,359.17 | $340,113.05 | $40,753.88 | 13.61% |
| AIM Advyzon Investment Management LLC Advyzon Investment Management, LLC | 27,099 | $779,964.58 | $959,033.61 | $179,069.03 | 22.96% |
Maridea Wealth Management LLC Maridea Wealth Management LLC | 445,548 | $12.66M | $15.82M | $3.16M | 25% |