| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| WBC William Bradley Clayton Sagespring Wealth Partners LLC | 9,308 | $788,077.43 | $845,306.02 | $57,228.59 | 7.26% |
Birchbrook Inc. Birchbrook Inc. | 49 | $4,123.63 | $4,455.08 | $331.45 | 8.04% |