| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| RN Ron New Whipplewood Advisors LLC | 46 | $969.12 | $1,119.64 | $150.52 | 15.53% |
| MC Michael Chadwick Fiscal Wisdom Wealth Management LLC | 29,245 | $648,146.3 | $682,578.3 | $34,432 | 5.31% |
Maridea Wealth Management LLC Maridea Wealth Management LLC | 135,324 | $3.09M | $3.28M | $185,745.61 | 6.01% |
| JCB John Ciaran Burns Universal-Beteiligungs- und Servicegesellschaft mbH | 108,793 | $2.44M | $2.68M | $240,192.63 | 9.86% |
Barnes Dennig Private Wealth Management LLC Barnes Dennig Private Wealth Management LLC | 82 | $1,495 | $1,988.5 | $493.5 | 33.01% |
| RT Richard Tomes Total Wealth Planning & Management Inc. | 26,540 | $805,224 | $654,476.4 | -$150,747.6 | -18.72% |
Copia Wealth Management Copia Wealth Management | 342 | $7,323.71 | $8,317.44 | $993.73 | 13.57% |
Nicole Reese WPG Advisers LLC | 5 | $121.05 | $122.95 | $1.9 | 1.57% |