| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Timothy Dwight SpringVest Wealth Management LLC | 7,782 | $208,402 | $228,362.79 | $19,960.79 | 9.58% |
| PAY Phil A. Younker & Associates Ltd. Phil A. Younker & Associates Ltd. | 8,500 | $241,060 | $249,390.85 | $8,330.85 | 3.46% |
Nicole Reese WPG Advisers LLC | 1,850 | $49,543 | $54,214.25 | $4,671.25 | 9.43% |
| HIW Holos Integrated Wealth LLC Holos Integrated Wealth LLC | 4,800 | $132,480 | $139,536 | $7,056 | 5.33% |
Michael Behner Nautilus Advisors LLC | 44,173 | $1.21M | $1.29M | $80,611.81 | 6.64% |
Sarah Byrd Alpha Advisors LLC/VA | 20,535 | $515,867.49 | $601,675.5 | $85,808.01 | 16.63% |