| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Amanda Hawley Atria Wealth Solutions Inc. | 22,516 | $552,502.87 | $586,766.96 | $34,264.09 | 6.2% |
PETER KRUSSEL Southland Equity Partners LLC | 9,488 | $225,128.96 | $246,450.8 | $21,321.84 | 9.47% |
| AIM Advyzon Investment Management LLC Advyzon Investment Management, LLC | 41,304 | $905,432.1 | $1.07M | $166,819.74 | 18.42% |
Maridea Wealth Management LLC Maridea Wealth Management LLC | 664,185 | $15.92M | $17.31M | $1.39M | 8.75% |