| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| LMK Lawrence M. Korchan Frontier Asset Management LLC | 11,990 | $310,181.3 | $326,727.5 | $16,546.2 | 5.33% |
James Rankin Modern Wealth Management, LLC | 46,684 | $1.09M | $1.27M | $177,460.27 | 16.26% |
North Berkeley Wealth Management LLC North Berkeley Wealth Management LLC | 162,505 | $3.93M | $4.35M | $413,803.85 | 10.53% |
| TAF Tred Avon Family Wealth LLC Tred Avon Family Wealth LLC | 60,833 | $1.57M | $1.63M | $59,007.78 | 3.75% |