| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Base Wealth Management LLC Base Wealth Management LLC | 2,617 | $597,497.61 | $837,125.96 | $239,628.35 | 40.11% |
Eric C. Jansen Finivi Inc. | 799 | $186,473.89 | $255,719.95 | $69,246.06 | 37.13% |