| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Courtney Haddad Concurrent Investment Advisors, LLC | 131,355 | $3.23M | $3.45M | $216,736.1 | 6.7% |
Joseph D'Anniballe 1858 WEALTH MANAGEMENT, LLC | 129,173 | $3.28M | $3.38M | $102,976.6 | 3.14% |
Kerri Hicken FULLCIRCLE WEALTH LLC | 65,843 | $1.69M | $1.73M | $36,213.6 | 2.14% |