| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Timothy Dwight SpringVest Wealth Management LLC | 11,333 | $308,433.79 | $341,916.61 | $33,482.82 | 10.86% |
Nicole Reese WPG Advisers LLC | 4,248 | $117,094.57 | $128,162.16 | $11,067.59 | 9.45% |
| HIW Holos Integrated Wealth LLC Holos Integrated Wealth LLC | 4,800 | $132,480 | $144,816 | $12,336 | 9.31% |
Michael Behner Nautilus Advisors LLC | 17,830 | $503,165.1 | $537,931.1 | $34,766 | 6.91% |
Sarah Byrd Alpha Advisors LLC/VA | 28,686 | $745,480.98 | $884,676.24 | $139,195.26 | 18.67% |