| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| JY Jeffery Yorg Focus Partners Advisor Solutions LLC | 7,246 | $358,459.62 | $417,949.28 | $59,489.66 | 16.6% |
| SM Samuel Miller Kraft, Davis & Associates LLC | 8,830 | $300,396.6 | $517,526.3 | $217,129.7 | 72.28% |