| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| TAF Tred Avon Family Wealth LLC Tred Avon Family Wealth LLC | 863 | $242,822 | $255,059.65 | $12,237.65 | 5.04% |
| GK Gassan Kassira Kassira Wealth Management LLC | 1,085 | $227,419.54 | $320,671.75 | $93,252.21 | 41% |