| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Clark Asset Management LLC Clark Asset Management LLC | 10,708 | $325,523 | $362,787.04 | $37,264.04 | 11.45% |
Charter Capital Management LLC\DE Charter Capital Management LLC\DE | 8,845 | $239,699.89 | $301,260.7 | $61,560.81 | 25.68% |
Harbor Asset Planning Inc. Harbor Asset Planning Inc. | 583 | $15,882.78 | $19,757.87 | $3,875.09 | 24.4% |