| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Courtney Haddad Concurrent Investment Advisors, LLC | 94,946 | $2.93M | $3.4M | $472,818.88 | 16.13% |
Scott L. Comeau BCU Wealth Advisors, LLC | 32,071 | $1.18M | $1.15M | -$26,766.15 | -2.27% |
| SPI Stonebrook Private Inc. Stonebrook Private Inc. | 395,591 | $10.87M | $14.75M | $3.87M | 35.62% |