| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Amanda Hawley Atria Wealth Solutions Inc. | 7,553 | $251,931.96 | $278,176.99 | $26,245.03 | 10.42% |
Bert D. Barre Colonial Trust Co. / SC | 4,156 | $124,539.85 | $157,504.09 | $32,964.24 | 26.47% |
Blueprint Financial Advisors LLC Blueprint Financial Advisors LLC | 150,250 | $5.51M | $5.7M | $192,606.55 | 3.5% |