| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Holos Integrated Wealth LLC Holos Integrated Wealth LLC | 1,584 | $85,257.67 | $107,395.2 | $22,137.53 | 25.97% |
Caldwell Trust Co Caldwell Trust Co | 8,974 | $364,750 | $611,174.27 | $246,424.27 | 67.56% |
Eugene Siklos PJT Investments Corp | 498,205 | $30.52M | $33.87M | $3.35M | 10.99% |
Provenance Wealth Advisors LLC Provenance Wealth Advisors LLC | 200 | $9,345 | $13,609 | $4,264 | 45.63% |
IFS Group LLC IFS Group LLC | 4,882 | $218,049.65 | $324,360.08 | $106,310.43 | 48.76% |
United Financial Planning Group LLC United Financial Planning Group LLC | 6,667 | $298,489.55 | $452,422.62 | $153,933.07 | 51.57% |
Abbington Investment Group Abbington Investment Group | 6,907 | $308,557.5 | $461,663.88 | $153,106.38 | 49.62% |
Thomas George Efthimiou Meadowbrook Wealth Management LLC | 12,241 | $646,483.64 | $815,128.19 | $168,644.55 | 26.09% |
Fearless Solutions LLC dba Best Invest Fearless Solutions LLC dba Best Invest | 9,105 | $449,249.77 | $614,405.4 | $165,155.63 | 36.76% |
Tred Avon Family Wealth LLC Tred Avon Family Wealth LLC | 16,716 | $746,720.44 | $1.13M | $381,609.56 | 51.1% |
Wallace Jones WJ Financial Advisors LLC | 4,434 | $198,031.31 | $297,277.53 | $99,246.22 | 50.12% |
Kerr Financial Planning Corp Kerr Financial Planning Corp | 9,954 | $450,809.43 | $675,677.52 | $224,868.09 | 49.88% |
Adam Weisner Sherman Porfolios LLC | 575,117 | $32.97M | $38.17M | $5.2M | 15.77% |
Eric C. Jansen Finivi Inc. | 9,806 | $305,714.95 | $650,235.86 | $344,520.91 | 112.69% |