| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Kathleen Halliwell DMKC Advisory Services LLC | 50,647 | $1.35M | $1.41M | $61,140.8 | 4.53% |
| KB Kimberly Byrne Bill Few Associates Inc. | 69,086 | $1.87M | $1.92M | $53,748.91 | 2.88% |
| LWM Lodestone Wealth Management LLC Lodestone Wealth Management LLC | 845 | $22,869.22 | $23,161.45 | $292.23 | 1.28% |
| SC Shawn Clark Accredited Wealth Management LLC | 75 | $1,911 | $2,072.25 | $161.25 | 8.44% |