| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Jeff Ameen Spire Wealth Management | 6,503 | $241,310.71 | $257,773.72 | $16,463.01 | 6.82% |
Keith Schoenfeld Mowery & Schoenfeld Wealth Management, LLC | 9,969 | $341,595.85 | $393,576.12 | $51,980.27 | 15.22% |