| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| AB Andrew Bowers BridgePort Financial Solutions, LLC | 6,107 | $217,818 | $231,027.81 | $13,209.81 | 6.06% |
| CS Craig Small Symphony Financial Services, Inc. | 14,854 | $458,452.47 | $561,926.82 | $103,474.35 | 22.57% |