| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Jane Bortnem Cherry Tree Wealth Management, LLC | 2,636 | $67,390.08 | $72,870.64 | $5,480.56 | 8.13% |
| RJ Rebecca Judd Pathstone Holdings, LLC | 37,979 | $826,574.28 | $1.05M | $223,332.39 | 27.02% |
Holos Integrated Wealth LLC Holos Integrated Wealth LLC | 2,650 | $68,397 | $73,378.5 | $4,981.5 | 7.28% |