| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Kathleen Halliwell DMKC Advisory Services LLC | 50,647 | $1.35M | $1.45M | $104,292.04 | 7.73% |
| KB Kimberly Byrne Bill Few Associates Inc. | 63,699 | $1.72M | $1.83M | $101,599.9 | 5.89% |
| LWM Lodestone Wealth Management LLC Lodestone Wealth Management LLC | 845 | $22,869.22 | $24,179.67 | $1,310.45 | 5.73% |
| SC Shawn Clark Accredited Wealth Management LLC | 75 | $1,911 | $2,147.62 | $236.62 | 12.38% |