| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Amanda Hawley Atria Wealth Solutions Inc. | 22,516 | $552,502.87 | $598,137.54 | $45,634.67 | 8.26% |
PETER KRUSSEL Southland Equity Partners LLC | 9,488 | $225,128.96 | $250,815.28 | $25,686.32 | 11.41% |
| AIM Advyzon Investment Management LLC Advyzon Investment Management, LLC | 41,843 | $919,365.26 | $1.1M | $182,988.57 | 19.9% |
Maridea Wealth Management LLC Maridea Wealth Management LLC | 628,124 | $15.05M | $16.56M | $1.51M | 10.02% |