| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Tyler Rudek Heritage Wealth Architects Inc. | 6,596 | $582,156.9 | $640,471.6 | $58,314.7 | 10.02% |
Longview Financial Advisors LLC Longview Financial Advisors LLC | 1,492 | $116,313.13 | $143,552.78 | $27,239.65 | 23.42% |
| RLV Ronald L. Valpey Valpey Financial Services LLC | 3,116 | $279,068.96 | $300,304.5 | $21,235.54 | 7.61% |
| CTC Caldwell Trust Co Caldwell Trust Co | 175 | $15,425 | $16,873.5 | $1,448.5 | 9.39% |
Aventus Investment Advisors Inc. Aventus Investment Advisors Inc. | 1 | $88 | $96.38 | $8.38 | 9.52% |
| BML Berman McAleer LLC Berman McAleer LLC | 7,372 | $655,266.5 | $718,770 | $63,503.5 | 9.69% |