| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| AH Amanda Hawley Atria Wealth Solutions Inc. | 9,066 | $273,063.07 | $364,997.16 | $91,934.09 | 33.67% |
| AIM Advyzon Investment Management LLC Advyzon Investment Management, LLC | 31,466 | $1.02M | $1.27M | $241,120.05 | 23.54% |
Maridea Wealth Management LLC Maridea Wealth Management LLC | 463,155 | $16.18M | $18.68M | $2.5M | 15.47% |