| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| JMP James M. Perkins Quantum Private Wealth LLC | 16,558 | $1.07M | $1.41M | $342,997.74 | 32.12% |
| PWM PMG Wealth Management Inc. PMG Wealth Management Inc. | 4,475 | $319,896 | $376,302.75 | $56,406.75 | 17.63% |