| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Jeff Ameen Spire Wealth Management | 19,780 | $548,558.74 | $615,751.4 | $67,192.66 | 12.25% |
| JSA Jim Saulnier & Associates LLC Jim Saulnier & Associates LLC | 57,234 | $1.54M | $1.78M | $240,999.77 | 15.64% |
| KD Keith Dwyer LeClair Wealth Partners LLC | 39,619 | $1.16M | $1.23M | $68,299.65 | 5.86% |