| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| JH Julie Hazzard 10Elms LLP | 1,499 | $82,556.42 | $91,821.24 | $9,264.82 | 11.22% |
| GWI Griffith & Werner Inc. Griffith & Werner Inc. | 9,085 | $444,870.03 | $559,953.97 | $115,083.94 | 25.87% |
Holos Integrated Wealth LLC Holos Integrated Wealth LLC | 1,000 | $55,273 | $61,490 | $6,217 | 11.25% |