| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Jeff Ameen Spire Wealth Management | 80,906 | $2.46M | $2.62M | $162,540.15 | 6.6% |
| JSA Jim Saulnier & Associates LLC Jim Saulnier & Associates LLC | 90,157 | $2.64M | $2.92M | $284,036.03 | 10.76% |
| KD Keith Dwyer LeClair Wealth Partners LLC | 159,830 | $4.86M | $5.17M | $302,653.59 | 6.22% |