| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| VMJ Victor Melfa Jr. MELFA WEALTH MANAGEMENT Inc. | 20,679 | $206,434.05 | $214,027.65 | $7,593.6 | 3.68% |
Highline Wealth Partners LLC Highline Wealth Partners LLC | 600 | $6,312 | $6,030 | -$282 | -4.47% |
| RN Ron New Whipplewood Advisors LLC | 18,727 | $188,057.32 | $194,854.43 | $6,797.11 | 3.61% |
| AFI Atala Financial Inc. Atala Financial Inc. | 52,582 | $528,823.12 | $546,326.98 | $17,503.86 | 3.31% |
| DN Daniel Newman Noble Wealth Management PBC | 1,300 | $13,052.17 | $13,526.5 | $474.33 | 3.63% |