| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Jeff Ameen Spire Wealth Management | 6,503 | $241,310.71 | $262,851.26 | $21,540.55 | 8.93% |
Keith Schoenfeld Mowery & Schoenfeld Wealth Management, LLC | 9,821 | $336,524.51 | $395,147.93 | $58,623.42 | 17.42% |