| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Paul Zarling Client First Investment Management LLC | 62,004 | $3.19M | $2.93M | -$259,394 | -8.13% |
Grantvest Financial Group LLC Grantvest Financial Group LLC | 8,251 | $317,818.54 | $389,416.67 | $71,598.13 | 22.53% |
| AH Allen Hamilton Liberty Square Wealth Partners LLC | 12,000 | $359,697.58 | $564,600 | $204,902.42 | 56.97% |