| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Courtney Haddad Concurrent Investment Advisors, LLC | 131,140 | $3.23M | $3.86M | $628,160.95 | 19.46% |
Joseph D'Anniballe 1858 WEALTH MANAGEMENT, LLC | 129,173 | $3.28M | $3.79M | $510,517.41 | 15.56% |
Kerri Hicken FULLCIRCLE WEALTH LLC | 65,843 | $1.69M | $1.89M | $205,436.69 | 12.16% |