| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Matthew Riley Hickory Point Bank & Trust | 2,266 | $158,372 | $167,208.14 | $8,836.14 | 5.58% |
| EFL Envision Financial LLC Envision Financial LLC | 28,827 | $1.53M | $2.11M | $585,423.75 | 38.38% |
| PR Peter Recchia 4Wealth Advisors Inc. | 3,000 | $190,683.76 | $221,550 | $30,866.24 | 16.19% |
Nicole Reese WPG Advisers LLC | 1,086 | $57,226.93 | $79,513.34 | $22,286.41 | 38.94% |
| JRM Joanie R. Morioka Kondo Wealth Advisors Inc. | 15,412 | $813,368.33 | $1.13M | $312,401.21 | 38.41% |