| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Wood Tarver Financial Group LLC Wood Tarver Financial Group LLC | 25,848 | $764,016.94 | $885,790.28 | $121,773.34 | 15.94% |
Winnow Wealth LLC Winnow Wealth LLC | 6,295 | $195,145 | $211,323.15 | $16,178.15 | 8.29% |