| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Curtis Harrell Tounjian Advisory Partners LLC | 5,008 | $189,252 | $193,736.98 | $4,484.98 | 2.37% |
| JSA Jim Saulnier & Associates LLC Jim Saulnier & Associates LLC | 5,388 | $203,613 | $207,976.8 | $4,363.8 | 2.14% |
Smart Wealth LLC Smart Wealth LLC | 74,836 | $2.83M | $2.89M | $60,617.6 | 2.14% |
| BDP Barnes Dennig Private Wealth Management LLC Barnes Dennig Private Wealth Management LLC | 2,133 | $72,628.35 | $82,333.8 | $9,705.45 | 13.36% |