| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| CCW Cassaday & Co. Wealth Management LLC Cassaday & Co. Wealth Management LLC | 623 | $32,115 | $33,909.89 | $1,794.89 | 5.59% |
| BR Brian Runkles Frederick Financial Consultants LLC | 71,035 | $3.51M | $3.86M | $346,954.82 | 9.89% |