| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Jane Bortnem Cherry Tree Wealth Management, LLC | 2,467 | $62,361.56 | $69,337.5 | $6,975.94 | 11.19% |
| RJ Rebecca Judd Pathstone Holdings, LLC | 37,979 | $826,574.28 | $1.12M | $288,641.08 | 34.92% |
| HIW Holos Integrated Wealth LLC Holos Integrated Wealth LLC | 2,650 | $68,397 | $74,480.9 | $6,083.9 | 8.89% |