| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Paul Zarling Client First Investment Management LLC | 62,004 | $3.19M | $2.94M | -$250,093.4 | -7.84% |
Grantvest Financial Group LLC Grantvest Financial Group LLC | 11,206 | $469,798.26 | $541,385.39 | $71,587.13 | 15.24% |
| AH Allen Hamilton Liberty Square Wealth Partners LLC | 12,000 | $359,697.58 | $577,879.2 | $218,181.62 | 60.66% |