| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| CCW Cassaday & Co. Wealth Management LLC Cassaday & Co. Wealth Management LLC | 623 | $32,115 | $34,015.8 | $1,900.8 | 5.92% |
| BR Brian Runkles Frederick Financial Consultants LLC | 71,035 | $3.51M | $3.88M | $368,975.67 | 10.51% |