| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Grantvest Financial Group LLC Grantvest Financial Group LLC | 11,206 | $469,798.26 | $493,332.94 | $23,534.68 | 5.01% |
| AH Allen Hamilton Liberty Square Wealth Partners LLC | 12,000 | $359,697.58 | $534,030 | $174,332.42 | 48.47% |