| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Tred Avon Family Wealth LLC Tred Avon Family Wealth LLC | 31,753 | $606,800 | $596,321.34 | -$10,478.66 | -1.73% |
Manske Wealth Management Manske Wealth Management | 20,847 | $364,544.48 | $391,819.36 | $27,274.88 | 7.48% |
Wallace Jones WJ Financial Advisors LLC | 28,319 | $466,875.51 | $535,512.29 | $68,636.78 | 14.7% |