| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 25 | $851.5 | $1,084 | $232.5 | 27.3% |
| WJW Walter J. West Milestone Asset Management LLC | 181,745 | $7.23M | $7.84M | $616,824.32 | 8.53% |
| KH Kristine Harrell Uniting Wealth Partners LLC | 182,963 | $7.01M | $7.86M | $850,777.54 | 12.14% |
Forefront Wealth Partners LLC Forefront Wealth Partners LLC | 58,532 | $2.31M | $2.51M | $203,529.13 | 8.81% |