| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| WBC William Bradley Clayton Sagespring Wealth Partners LLC | 41,862 | $3.11M | $3.4M | $289,649.92 | 9.32% |
Erik Bonnett Tripletail Wealth Management LLC | 725 | $54,317 | $58,996.87 | $4,679.87 | 8.62% |
Kerr Financial Planning Corp Kerr Financial Planning Corp | 28 | $2,128.15 | $2,280.46 | $152.31 | 7.16% |