| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Timothy Dwight SpringVest Wealth Management LLC | 11,333 | $308,433.79 | $347,639.77 | $39,205.98 | 12.71% |
Nicole Reese WPG Advisers LLC | 4,248 | $117,094.57 | $130,498.56 | $13,403.99 | 11.45% |
Holos Integrated Wealth LLC Holos Integrated Wealth LLC | 4,800 | $132,480 | $147,144 | $14,664 | 11.07% |
Michael Behner Nautilus Advisors LLC | 10,384 | $291,994.21 | $320,138.72 | $28,144.51 | 9.64% |
Sarah Byrd Alpha Advisors LLC/VA | 28,686 | $745,480.98 | $877,074.45 | $131,593.47 | 17.65% |