| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Matthew Riley Hickory Point Bank & Trust | 2,266 | $158,372 | $170,108.62 | $11,736.62 | 7.41% |
| EFL Envision Financial LLC Envision Financial LLC | 35,344 | $1.87M | $2.65M | $784,568.31 | 41.98% |
| PR Peter Recchia 4Wealth Advisors Inc. | 3,069 | $195,069.37 | $230,389.83 | $35,320.46 | 18.11% |
Nicole Reese WPG Advisers LLC | 1,086 | $57,226.93 | $81,526.02 | $24,299.09 | 42.46% |
| JRM Joanie R. Morioka Kondo Wealth Advisors Inc. | 15,412 | $813,368.33 | $1.16M | $343,610.51 | 42.25% |