| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| DNS David N. Smith Bridge Generations Wealth Management LLC | 7,375 | $159,668.79 | $202,960 | $43,291.21 | 27.11% |
| CAM Clark Asset Management LLC Clark Asset Management LLC | 17,159 | $435,328 | $472,215.68 | $36,887.68 | 8.47% |