| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Jeff Ameen Spire Wealth Management | 111 | $11,473.85 | $11,899.53 | $425.68 | 3.71% |
| CCW Cassaday & Co. Wealth Management LLC Cassaday & Co. Wealth Management LLC | 33,520 | $1.69M | $3.45M | $1.76M | 103.79% |
Andrew Nall PMV Capital Advisers, LLC | 13,781 | $1.14M | $1.41M | $273,744.53 | 24.02% |