| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Loni Adams Daymark Wealth Partners LLC | 22,382 | $567,265.65 | $594,443.54 | $27,177.89 | 4.79% |
Winnow Wealth LLC Winnow Wealth LLC | 30,422 | $755,284.14 | $807,904.89 | $52,620.75 | 6.97% |