| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Shuttleworth & Co Shuttleworth & Co | 13,592 | $2.46M | $2.7M | $243,829.78 | 9.91% |
David K. Gilmore Equity Wealth Partners LLC | 6,777 | $1.23M | $1.36M | $124,232.54 | 10.08% |
Eric C. Jansen Finivi Inc. | 1,801 | $152,844.55 | $361,082.49 | $208,237.94 | 136.24% |