| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| KH Kathleen Halliwell DMKC Advisory Services LLC | 115,650 | $3.03M | $3.1M | $64,414.33 | 2.12% |
| KB Kimberly Byrne Bill Few Associates Inc. | 157,541 | $4.25M | $4.22M | -$31,185.31 | -0.73% |
| LWM Lodestone Wealth Management LLC Lodestone Wealth Management LLC | 843 | $22,815 | $22,406.94 | -$408.06 | -1.79% |
| SC Shawn Clark Accredited Wealth Management LLC | 75 | $1,911 | $2,007.75 | $96.75 | 5.06% |