| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
James Langer Redmont Wealth Advisors LLC | 73 | $5,327.54 | $7,093.41 | $1,765.87 | 33.15% |
Beth Steinhaus Breakwater Investment Management | 146 | $10,947 | $14,357.64 | $3,410.64 | 31.16% |
| CWM Copia Wealth Management Copia Wealth Management | 4,225 | $299,159.12 | $410,796.75 | $111,637.63 | 37.32% |