| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Annmarie Young KPP Advisory Services LLC | 9,915 | $626,372.65 | $805,048.42 | $178,675.77 | 28.53% |
Christopher C. Powers Farther Finance Advisors, LLC | 4,377 | $357,541 | $355,390.51 | -$2,150.49 | -0.6% |
| OAS Optivise Advisory Services LLC Optivise Advisory Services LLC | 2,465 | $201,357 | $200,145.67 | -$1,211.33 | -0.6% |