| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| GJM Gabriel J. Markiz Portland Financial Advisors Inc. | 2,775 | $302,094.28 | $367,881.75 | $65,787.47 | 21.78% |
Meriwether Wealth & Planning LLC Meriwether Wealth & Planning LLC | 1,773 | $193,741.37 | $235,126.39 | $41,385.02 | 21.36% |
| FDW Fourth Dimension Wealth LLC Fourth Dimension Wealth LLC | 177 | $19,803.72 | $23,436.57 | $3,632.85 | 18.34% |
| HIW Holos Integrated Wealth LLC Holos Integrated Wealth LLC | 43,528 | $4.74M | $5.67M | $925,301.43 | 19.51% |