| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| JL Josephine Lee New Insight Wealth Advisors | 240,487 | $5.85M | $5.97M | $116,853.88 | 2% |
| KFS Keystone Financial Services LLC Keystone Financial Services LLC | 191,202 | $4.65M | $4.75M | $97,197.87 | 2.09% |