| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Harbor Asset Planning Inc. Harbor Asset Planning Inc. | 4,584 | $285,627 | $334,563.24 | $48,936.24 | 17.13% |
Molly Wheeler Burk Holdings LLC | 35,796 | $1.92M | $2.61M | $690,550.04 | 35.92% |