| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Kathleen Halliwell DMKC Advisory Services LLC | 50,647 | $1.35M | $1.39M | $40,476.82 | 3% |
| KB Kimberly Byrne Bill Few Associates Inc. | 69,086 | $1.87M | $1.89M | $21,416.66 | 1.15% |
| LWM Lodestone Wealth Management LLC Lodestone Wealth Management LLC | 843 | $22,815 | $22,764.03 | -$50.97 | -0.22% |
| SC Shawn Clark Accredited Wealth Management LLC | 75 | $1,911 | $2,038.87 | $127.87 | 6.69% |