| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Jeff Ameen Spire Wealth Management | 24,546 | $705,869.32 | $768,157.25 | $62,287.93 | 8.82% |
| JSA Jim Saulnier & Associates LLC Jim Saulnier & Associates LLC | 99,478 | $2.73M | $3.11M | $381,794.15 | 13.98% |
| KD Keith Dwyer LeClair Wealth Partners LLC | 7,569 | $229,047 | $236,810.55 | $7,763.55 | 3.39% |