| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Kyle P. Smith NewEdge Wealth LLC | 7,990 | $275,575.1 | $292,553.85 | $16,978.75 | 6.16% |
| LMK Lawrence M. Korchan Frontier Asset Management LLC | 11,563 | $398,807.87 | $416,903.96 | $18,096.09 | 4.54% |
Rachel Faulk Cape Investment Advisory Inc. | 5,868 | $215,072 | $214,856.82 | -$215.18 | -0.1% |
Dane Grouell Turning Point Benefit Group, Inc. | 6,033 | $220,566 | $215,504.79 | -$5,061.21 | -2.29% |