| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Shawn M. McHugh WealthTrust Asset Management LLC | 1.33M | $33.31M | $51.36M | $18.05M | 54.21% |
| EM Erin Mccann Simplicity Wealth LLC | 210,886 | $6.32M | $7.94M | $1.62M | 25.6% |
| NWW New Wave Wealth Advisors LLC NEW WAVE WEALTH ADVISORS LLC | 135,353 | $4.83M | $5.1M | $268,741.43 | 5.57% |