| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Harbor Asset Planning Inc. Harbor Asset Planning Inc. | 22,397 | $1.25M | $1.38M | $131,372.44 | 10.49% |
Base Wealth Management LLC Base Wealth Management LLC | 141,941 | $7.96M | $8.77M | $806,416.45 | 10.13% |